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Summit Asset Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Summit Asset 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 		$546K Sell
6,375
-89
-1% -$7.31K 0.07% 107
2026
Q1 		$442K Buy
6,464
+380
+6% +$27.9K 0.06% 115
2025
Q4 		$422K Buy
6,084
+246
+4% +$16.8K 0.06% 119
2025
Q3 		$383K Buy
5,838
+1,938
+50% +$123K 0.06% 123
2025
Q2 		$233K Hold
3,900
– – 0.04% 155
2025
Q1 		$201K Hold
3,900
– – 0.03% 162
2024
Q4 		$219K Hold
3,900
– – 0.04% 153
2024
Q3 		$223K Sell
3,900
-223
-5% -$12.2K 0.04% 155
2024
Q2 		$227K Hold
4,123
– – 0.05% 147
2024
Q1 		$242K Sell
4,123
-21
-0.5% -$1.19K 0.05% 141
2023
Q4 		$237K Hold
4,144
– – 0.06% 139
2023
Q3 		$209K Sell
4,144
-51
-1% -$2.8K 0.06% 147
2023
Q2 		$246K Sell
4,195
-345
-8% -$19K 0.06% 139
2023
Q1 		$248K Hold
4,540
– – 0.07% 135
2022
Q4 		$210K Sell
4,540
-360
-7% -$16.4K 0.06% 147
2022
Q3 		$203K Hold
4,900
– – 0.07% 148
2022
Q2 		$220K Buy
4,900
+100
+2% +$5K 0.07% 147
2022
Q1 		$280K Buy
4,800
+78
+2% +$4.75K 0.08% 133
2021
Q4 		$331K Buy
4,722
+687
+17% +$46.9K 0.09% 122
2021
Q3 		$260K Buy
4,035
+59
+1% +$3.92K 0.08% 138
2021
Q2 		$259K Sell
3,976
-310
-7% -$19.9K 0.08% 129
2021
Q1 		$272K Sell
4,286
-1,692
-28% -$111K 0.09% 119
2020
Q4 		$364K Hold
5,978
– – 0.13% 95
2020
Q3 		$288K Hold
5,978
– – 0.12% 101
2020
Q2 		$260K Buy
+5,978
New +$238K 0.12% 100
2020
Q1 		– Sell
-5,278
Closed -$222K – 122
2019
Q4 		$222K Hold
5,278
– – 0.09% 109
2019
Q3 		$202K Buy
+5,278
New +$199K 0.09% 111

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

Summit Asset Management's ROBO Position: Q2 2026 in Review

Summit Asset Management reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 1.4% in Q2 2026, selling an estimated $7.31K and leaving 6,375 shares worth $546K. The position accounts for 0.07% of the portfolio, ranked #107.

Summit Asset Management first reported a position in ROBO in Q3 2019 and has held it in 27 quarters since. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Summit Asset Management held 6,375 shares of ROBO Global Robotics & Automation Index ETF worth $546K as of Q2 2026.
  • Summit Asset Management sold 89 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $7.31K.
  • ROBO Global Robotics & Automation Index ETF made up 0.07% of Summit Asset Management's portfolio in Q2 2026, its #107 holding.
  • Summit Asset Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2019 and has held it in 27 quarters since.
  • 320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.