SSG
IRBT

Summit Securities Group’s iRobot IRBT Stock Holding History

Summit Securities Group’s Portfolio IRBT Stock Details IRBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22,100
Closed -$855K – 687
2023
Q4 		$855K Buy
22,100
+20,000
+952% +$712K 0.08% 148
2023
Q3 		$80K Buy
2,100
+600
+40% +$24.1K 0.01% 239
2023
Q2 		$68K Buy
+1,500
New +$59.9K 0.01% 345

Other funds holding IRBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Securities Group's IRBT Position: Q3 2025 in Review

Summit Securities Group sold out of iRobot (IRBT) in Q3 2025, closing a stake of 1,579 shares — an estimated $4.94K sold.

Summit Securities Group first reported a position in IRBT in Q2 2014 and held it in 4 quarters. The position peaked at $294K in Q2 2023. 123 funds tracked by Wall St. Rank hold IRBT as of Q3 2025.

  • Summit Securities Group reported no remaining iRobot position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,579 iRobot shares in Q3 2025, an estimated $4.94K.
  • Summit Securities Group first reported a position in iRobot in Q2 2014 and held it in 4 quarters.
  • Summit Securities Group's iRobot position peaked at $294K in Q2 2023.
  • 123 funds tracked by Wall St. Rank held iRobot as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.