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NewEdge Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

NewEdge Advisors’s Portfolio ROBO Stock Details ROBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$685K Buy
7,998
+170
+2% +$14K ﹤0.01% 1929
2026
Q1 		$536K Sell
7,828
-213
-3% -$15.6K ﹤0.01% 1932
2025
Q4 		$557K Buy
8,041
+227
+3% +$15.5K ﹤0.01% 1887
2025
Q3 		$512K Buy
7,814
+6,323
+424% +$400K ﹤0.01% 1787
2025
Q2 		$89.1K Sell
1,491
-4,950
-77% -$265K ﹤0.01% 2461
2025
Q1 		$332K Buy
6,441
+5,512
+593% +$316K ﹤0.01% 1830
2024
Q4 		$52.3K Sell
929
-60
-6% -$3.41K ﹤0.01% 2511
2024
Q3 		$56.4K Sell
989
-100
-9% -$5.47K ﹤0.01% 2396
2024
Q2 		$60K Sell
1,089
-6,088
-85% -$339K ﹤0.01% 2289
2024
Q1 		$421K Buy
7,177
+5,930
+476% +$335K ﹤0.01% 1443
2023
Q4 		$71.5K Buy
1,247
+594
+91% +$30.3K ﹤0.01% 2090
2023
Q3 		$32.9K Sell
653
-570
-47% -$31.3K ﹤0.01% 2228
2023
Q2 		$71.6K Sell
1,223
-210
-15% -$11.5K ﹤0.01% 1972
2023
Q1 		$78.4K Sell
1,433
-695
-33% -$36.3K ﹤0.01% 1829
2022
Q4 		$32.3K Buy
+2,128
New +$97.1K ﹤0.01% 1921
2021
Q3 		– Sell
-5,110
Closed -$333K – 1209
2021
Q2 		$333K Sell
5,110
-1,473
-22% -$94.4K 0.01% 864
2021
Q1 		$418K Buy
+6,583
New +$433K 0.01% 708
2017
Q3 		– Sell
-85
Closed -$2.92K – 965
2017
Q2 		$2.92K Buy
+85
New +$2.87K ﹤0.01% 1244

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

NewEdge Advisors's ROBO Position: Q2 2026 in Review

NewEdge Advisors increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 2.2% in Q2 2026, buying an estimated $14K and bringing the position to 7,998 shares worth $685K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

NewEdge Advisors first reported a position in ROBO in Q2 2017 and has held it in 18 quarters since. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • NewEdge Advisors held 7,998 shares of ROBO Global Robotics & Automation Index ETF worth $685K as of Q2 2026.
  • NewEdge Advisors bought 170 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $14K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1929 holding.
  • NewEdge Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2017 and has held it in 18 quarters since.
  • 320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.