Rockefeller Capital Management
ROBO icon

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

Rockefeller 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 		$2.53M Buy
36,972
+15,994
+76% +$1.17M ﹤0.01% 1207
2025
Q4 		$1.45M Buy
20,978
+3,954
+23% +$270K ﹤0.01% 1387
2025
Q3 		$1.12M Buy
17,024
+2,450
+17% +$155K ﹤0.01% 1378
2025
Q2 		$871K Buy
14,574
+886
+6% +$47.4K ﹤0.01% 1379
2025
Q1 		$705K Buy
+13,688
New +$785K ﹤0.01% 1381
2023
Q3 		– Sell
-8,185
Closed -$479K – 1762
2023
Q2 		$479K Buy
8,185
+375
+5% +$20.6K ﹤0.01% 1351
2023
Q1 		$427K Sell
7,810
-755
-9% -$39.4K ﹤0.01% 1418
2022
Q4 		$396K Sell
8,565
-850
-9% -$38.8K ﹤0.01% 1364
2022
Q3 		$389K Sell
9,415
-65
-0.7% -$3.07K ﹤0.01% 1360
2022
Q2 		$426K Sell
9,480
-1,400
-13% -$69.9K ﹤0.01% 1333
2022
Q1 		$634K Hold
10,880
– – ﹤0.01% 1226
2021
Q4 		$762K Buy
10,880
+20
+0.2% +$1.37K ﹤0.01% 1154
2021
Q3 		$699K Buy
10,860
+1,175
+12% +$78.1K ﹤0.01% 1138
2021
Q2 		$631K Hold
9,685
– – ﹤0.01% 1097
2021
Q1 		$615K Hold
9,685
– – ﹤0.01% 958
2020
Q4 		$589K Hold
9,685
– – ﹤0.01% 859
2020
Q3 		$466K Buy
9,685
+4,825
+99% +$226K ﹤0.01% 811
2020
Q2 		$211K Hold
4,860
– – ﹤0.01% 934
2020
Q1 		$163K Hold
4,860
– – ﹤0.01% 866
2019
Q4 		$204K Hold
4,860
– – ﹤0.01% 763
2019
Q3 		$186K Buy
+4,860
New +$184K ﹤0.01% 646

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

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

Rockefeller Capital Management increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 76% in Q1 2026, buying an estimated $1.17M and bringing the position to 36,972 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Rockefeller Capital Management first reported a position in ROBO in Q3 2019 and has held it in 21 quarters since. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Rockefeller Capital Management held 36,972 shares of ROBO Global Robotics & Automation Index ETF worth $2.53M as of Q1 2026.
  • Rockefeller Capital Management bought 15,994 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $1.17M.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1207 holding.
  • Rockefeller Capital Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2019 and has held it in 21 quarters since.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.