Osbon Capital Management
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
Q3 		$20.9K Sell
260
-21
-7% -$1.7K 0.02% 247
2026
Q2 		$24.1K Hold
281
– – 0.02% 183
2026
Q1 		$19.2K Hold
281
– – 0.02% 238
2025
Q4 		$19.5K Buy
+281
New +$19.2K 0.02% 187

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UBS Group
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Gray Foundation
Gray Foundation Cohoes, New York $430M AUM 29.02% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Osbon Capital Management's ROBO Position: Q3 2026 in Review

Osbon Capital Management reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 7.5% in Q3 2026, selling an estimated $1.7K and leaving 260 shares worth $20.9K. The position accounts for 0.02% of the portfolio, ranked #247.

Osbon Capital Management first reported a position in ROBO in Q4 2025 and has held it in 4 quarters since. The position peaked at $24.1K in Q2 2026. 266 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

  • Osbon Capital Management held 260 shares of ROBO Global Robotics & Automation Index ETF worth $20.9K as of Q3 2026.
  • Osbon Capital Management sold 21 ROBO Global Robotics & Automation Index ETF shares in Q3 2026, an estimated $1.7K.
  • ROBO Global Robotics & Automation Index ETF made up 0.02% of Osbon Capital Management's portfolio in Q3 2026, its #247 holding.
  • Osbon Capital Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2025 and has held it in 4 quarters since.
  • Osbon Capital Management's ROBO Global Robotics & Automation Index ETF position peaked at $24.1K in Q2 2026.
  • 266 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on Osbon Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.