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
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

UBS Group
UBS Group Zurich, Switzerland $666B 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 $377B 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 $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Vontobel Holding's ROBO Position: Q1 2026 in Review

Vontobel Holding held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 7,516 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Vontobel Holding first reported a position in ROBO in Q4 2020 and has held it in 22 quarters since. The position peaked at $915K in Q3 2021. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Vontobel Holding held 7,516 shares of ROBO Global Robotics & Automation Index ETF worth $514K as of Q1 2026.
  • Vontobel Holding left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #840 holding.
  • Vontobel Holding first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's ROBO Global Robotics & Automation Index ETF position peaked at $915K in Q3 2021.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.