Vontobel Holding
ROBO icon

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

Vontobel Holding’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
Q3 		– Sell
-7,151
Closed -$613K – 1569
2026
Q2 		$613K Sell
7,151
-365
-5% -$30K ﹤0.01% 987
2026
Q1 		$514K Hold
7,516
– – ﹤0.01% 840
2025
Q4 		$521K Buy
7,516
+1,241
+20% +$84.9K ﹤0.01% 978
2025
Q3 		$411K Sell
6,275
-210
-3% -$13.3K ﹤0.01% 1007
2025
Q2 		$388K Hold
6,485
– – ﹤0.01% 968
2025
Q1 		$334K Sell
6,485
-255
-4% -$14.6K ﹤0.01% 889
2024
Q4 		$379K Hold
6,740
– – ﹤0.01% 858
2024
Q3 		$385K Hold
6,740
– – ﹤0.01% 857
2024
Q2 		$371K Hold
6,740
– – ﹤0.01% 848
2024
Q1 		$395K Hold
6,740
– – ﹤0.01% 836
2023
Q4 		$386K Hold
6,740
– – ﹤0.01% 863
2023
Q3 		$339K Sell
6,740
-160
-2% -$8.78K ﹤0.01% 868
2023
Q2 		$404K Hold
6,900
– – ﹤0.01% 849
2023
Q1 		$378K Sell
6,900
-1,500
-18% -$78.3K ﹤0.01% 836
2022
Q4 		$389K Sell
8,400
-2,139
-20% -$97.6K ﹤0.01% 824
2022
Q3 		$435K Buy
10,539
+2,139
+25% +$101K 0.01% 752
2022
Q2 		$378K Hold
8,400
– – ﹤0.01% 796
2022
Q1 		$490K Sell
8,400
-800
-9% -$48.7K ﹤0.01% 798
2021
Q4 		$645K Sell
9,200
-5,000
-35% -$342K 0.01% 755
2021
Q3 		$915K Buy
14,200
+5,000
+54% +$332K 0.01% 647
2021
Q2 		$600K Sell
9,200
-2,450
-21% -$157K 0.01% 712
2021
Q1 		$740K Hold
11,650
– – 0.01% 585
2020
Q4 		$709K Buy
+11,650
New +$630K ﹤0.01% 590

Other funds holding ROBO

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Carmel Capital Management
Carmel Capital Management Carmel, California $425M AUM 46.69% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Silverleafe Capital Partners
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
Quadcap Wealth Management
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Vontobel Holding's ROBO Position: Q3 2026 in Review

Vontobel Holding sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2026, closing a stake of 7,151 shares — an estimated $613K sold.

Vontobel Holding first reported a position in ROBO in Q4 2020 and held it in 23 quarters. The position peaked at $915K in Q3 2021. 118 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

  • Vontobel Holding reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2026 after selling out during the quarter.
  • Vontobel Holding sold 7,151 ROBO Global Robotics & Automation Index ETF shares in Q3 2026, an estimated $613K.
  • Vontobel Holding first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2020 and held it in 23 quarters.
  • Vontobel Holding's ROBO Global Robotics & Automation Index ETF position peaked at $915K in Q3 2021.
  • 118 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.