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Perigon Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Perigon Wealth 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
Q2 		$216K Buy
+2,519
New +$207K ﹤0.01% 1326
2025
Q1 		– Sell
-3,847
Closed -$221K – 1090
2024
Q4 		$221K Sell
3,847
-5,660
-60% -$322K 0.01% 932
2024
Q3 		$543K Sell
9,507
-1,019
-10% -$55.7K 0.01% 593
2024
Q2 		$580K Sell
10,526
-1,882
-15% -$105K 0.02% 499
2024
Q1 		$728K Buy
12,408
+1,202
+11% +$68K 0.02% 445
2023
Q4 		$642K Buy
11,206
+410
+4% +$20.9K 0.02% 433
2023
Q3 		$544K Hold
10,796
– – 0.02% 431
2023
Q2 		$632K Sell
10,796
-645
-6% -$35.5K 0.02% 398
2023
Q1 		$626K Buy
11,441
+520
+5% +$27.1K 0.04% 353
2022
Q4 		$506K Sell
10,921
-688
-6% -$31.4K 0.03% 386
2022
Q3 		$480K Buy
11,609
+950
+9% +$44.9K 0.04% 339
2022
Q2 		$479K Sell
10,659
-1,916
-15% -$95.7K 0.04% 342
2022
Q1 		$733K Sell
12,575
-1,527
-11% -$92.9K 0.05% 282
2021
Q4 		$989K Buy
14,102
+912
+7% +$62.3K 0.07% 226
2021
Q3 		$850K Buy
13,190
+2,529
+24% +$168K 0.07% 220
2021
Q2 		$695K Buy
10,661
+1,547
+17% +$99.1K 0.06% 250
2021
Q1 		$579K Buy
9,114
+1,597
+21% +$105K 0.06% 261
2020
Q4 		$458K Buy
7,517
+1,554
+26% +$84.1K 0.05% 266
2020
Q3 		$287K Buy
+5,963
New +$279K 0.04% 302

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

Perigon Wealth Management's ROBO Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 2,519 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1326 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in ROBO as recently as Q4 2024.

Perigon Wealth Management first reported a position in ROBO in Q3 2020 and has held it in 19 quarters since. The position peaked at $989K in Q4 2021. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Perigon Wealth Management held 2,519 shares of ROBO Global Robotics & Automation Index ETF worth $216K as of Q2 2026.
  • ROBO Global Robotics & Automation Index ETF was a new Perigon Wealth Management position in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1326 holding.
  • Perigon Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2020 and has held it in 19 quarters since.
  • Perigon Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $989K in Q4 2021.
  • 320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.