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

SOL 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 		– Sell
-6,555
Closed -$454K – 243
2025
Q4 		$454K Sell
6,555
-1,605
-20% -$110K 0.04% 247
2025
Q3 		$535K Sell
8,160
-1,450
-15% -$91.7K 0.05% 227
2025
Q2 		$574K Sell
9,610
-50
-0.5% -$2.68K 0.06% 220
2025
Q1 		$497K Sell
9,660
-3,904
-29% -$224K 0.05% 226
2024
Q4 		$763K Sell
13,564
-3,205
-19% -$182K 0.09% 182
2024
Q3 		$957K Sell
16,769
-5,940
-26% -$325K 0.11% 168
2024
Q2 		$1.25M Sell
22,709
-1,185
-5% -$66.1K 0.15% 139
2024
Q1 		$1.4M Sell
23,894
-325
-1% -$18.4K 0.18% 136
2023
Q4 		$1.39M Buy
24,219
+275
+1% +$14K 0.19% 132
2023
Q3 		$1.21M Sell
23,944
-3,900
-14% -$214K 0.19% 129
2023
Q2 		$1.63M Buy
27,844
+85
+0.3% +$4.67K 0.25% 109
2023
Q1 		$1.52M Buy
27,759
+520
+2% +$27.1K 0.25% 115
2022
Q4 		$1.26M Buy
27,239
+5,580
+26% +$255K 0.22% 120
2022
Q3 		$895K Buy
21,659
+4,094
+23% +$194K 0.19% 133
2022
Q2 		$790K Buy
17,565
+4,085
+30% +$204K 0.16% 145
2022
Q1 		$786K Buy
13,480
+2,000
+17% +$122K 0.14% 150
2021
Q4 		$805K Buy
11,480
+2,215
+24% +$151K 0.15% 143
2021
Q3 		$597K Buy
9,265
+655
+8% +$43.5K 0.12% 158
2021
Q2 		$561K Buy
8,610
+3,180
+59% +$204K 0.11% 161
2021
Q1 		$345K Buy
+5,430
New +$357K 0.07% 196

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

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

SOL Capital Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2026, closing a stake of 6,555 shares — an estimated $454K sold.

SOL Capital Management first reported a position in ROBO in Q1 2021 and held it in 20 quarters. The position peaked at $1.63M in Q2 2023. 267 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • SOL Capital Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 6,555 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $454K.
  • SOL Capital Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2021 and held it in 20 quarters.
  • SOL Capital Management's ROBO Global Robotics & Automation Index ETF position peaked at $1.63M in Q2 2023.
  • 267 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.