Rainier Family Wealth’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Rainier Family Wealth’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	$3.18M	Buy	37,150 +4,013	+12%	+$330K	1.81%	18
2026 Q1	$2.27M	Buy	33,137 +2,924	+10%	+$215K	1.52%	20
2025 Q4	$2.09M	Buy	30,213 +4,955	+20%	+$339K	1.58%	18
2025 Q3	$1.66M	Buy	25,258 +2,029	+9%	+$128K	1.48%	19
2025 Q2	$1.39M	Buy	+23,229	New	+$1.24M	1.39%	20

Other funds holding ROBO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Rainier Family Wealth's ROBO Position: Q2 2026 in Review

Rainier Family Wealth increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 12% in Q2 2026, buying an estimated $330K and bringing the position to 37,150 shares worth $3.18M. The position accounts for 1.81% of the portfolio, ranked #18.

Rainier Family Wealth first reported a position in ROBO in Q2 2025 and has held it in 5 quarters since. 319 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Rainier Family Wealth held 37,150 shares of ROBO Global Robotics & Automation Index ETF worth $3.18M as of Q2 2026.
Rainier Family Wealth bought 4,013 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $330K.
ROBO Global Robotics & Automation Index ETF made up 1.81% of Rainier Family Wealth's portfolio in Q2 2026, its #18 holding.
Rainier Family Wealth first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2025 and has held it in 5 quarters since.
319 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Rainier Family Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.