OCM
ROBO icon

Osbon Capital Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Osbon Capital Management’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
Q1 		$19.2K Hold
281
– – 0.02% 238
2025
Q4 		$19.5K Buy
+281
New +$19.2K 0.02% 187

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Osbon Capital Management's ROBO Position: Q1 2026 in Review

Osbon Capital Management held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 281 shares worth $19.2K. The position accounts for 0.02% of the portfolio, ranked #238.

Osbon Capital Management first reported a position in ROBO in Q4 2025 and has held it in 2 quarters since. The position peaked at $19.5K in Q4 2025. 266 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Osbon Capital Management held 281 shares of ROBO Global Robotics & Automation Index ETF worth $19.2K as of Q1 2026.
  • Osbon Capital Management left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2026.
  • ROBO Global Robotics & Automation Index ETF made up 0.02% of Osbon Capital Management's portfolio in Q1 2026, its #238 holding.
  • Osbon Capital Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's ROBO Global Robotics & Automation Index ETF position peaked at $19.5K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.