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
Q2 		$3.55M Buy
41,456
+4,484
+12% +$368K 0.01% 1123
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

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

Rockefeller Capital Management's ROBO Position: Q2 2026 in Review

Rockefeller Capital Management increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 12% in Q2 2026, buying an estimated $368K and bringing the position to 41,456 shares worth $3.55M. The position accounts for 0.01% of the portfolio, ranked #1123.

Rockefeller Capital Management first reported a position in ROBO in Q3 2019 and has held it in 22 quarters since. 321 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Rockefeller Capital Management held 41,456 shares of ROBO Global Robotics & Automation Index ETF worth $3.55M as of Q2 2026.
  • Rockefeller Capital Management bought 4,484 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $368K.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1123 holding.
  • Rockefeller Capital Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2019 and has held it in 22 quarters since.
  • 321 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.