Truist Financial
ROBO icon

Truist Financial’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Truist Financial’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 		$432K Buy
6,307
+861
+16% +$63.2K ﹤0.01% 2156
2025
Q4 		$377K Sell
5,446
-163
-3% -$11.1K ﹤0.01% 2199
2025
Q3 		$368K Sell
5,609
-720
-11% -$45.5K ﹤0.01% 2197
2025
Q2 		$378K Buy
6,329
+2,382
+60% +$128K ﹤0.01% 2092
2025
Q1 		$203K Buy
+3,947
New +$226K ﹤0.01% 2356
2024
Q1 		– Sell
-3,538
Closed -$203K – 2719
2023
Q4 		$203K Buy
+3,538
New +$181K ﹤0.01% 2496
2023
Q3 		– Sell
-4,119
Closed -$241K – 2664
2023
Q2 		$241K Buy
4,119
+147
+4% +$8.08K ﹤0.01% 2358
2023
Q1 		$217K Buy
+3,972
New +$207K ﹤0.01% 2389
2022
Q2 		– Sell
-3,872
Closed -$226K – 2750
2022
Q1 		$226K Sell
3,872
-250
-6% -$15.2K ﹤0.01% 2475
2021
Q4 		$289K Hold
4,122
– – ﹤0.01% 2389
2021
Q3 		$265K Buy
4,122
+248
+6% +$16.5K ﹤0.01% 2420
2021
Q2 		$253K Buy
+3,874
New +$248K ﹤0.01% 2474

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $564B 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 $376B 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 $528B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return