William Blair & Company
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William Blair & Company’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

William Blair & Company’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 		$852K Buy
12,451
+8,849
+246% +$650K ﹤0.01% 990
2025
Q4 		$250K Buy
3,602
+280
+8% +$19.1K ﹤0.01% 1376
2025
Q3 		$218K Sell
3,322
-252
-7% -$15.9K ﹤0.01% 1432
2025
Q2 		$214K Sell
3,574
-2,324
-39% -$124K ﹤0.01% 1398
2025
Q1 		$304K Buy
5,898
+616
+12% +$35.3K ﹤0.01% 1254
2024
Q4 		$297K Hold
5,282
– – ﹤0.01% 1289
2024
Q3 		$301K Sell
5,282
-200
-4% -$10.9K ﹤0.01% 1284
2024
Q2 		$302K Buy
5,482
+320
+6% +$17.8K ﹤0.01% 1267
2024
Q1 		$303K Buy
5,162
+9
+0.2% +$509 ﹤0.01% 1251
2023
Q4 		$295K Sell
5,153
-582
-10% -$29.7K ﹤0.01% 1254
2023
Q3 		$289K Sell
5,735
-854
-13% -$46.9K ﹤0.01% 1250
2023
Q2 		$386K Buy
6,589
+1,644
+33% +$90.4K ﹤0.01% 1146
2023
Q1 		$271K Sell
4,945
-200
-4% -$10.4K ﹤0.01% 1282
2022
Q4 		$238K Sell
5,145
-1,334
-21% -$60.9K ﹤0.01% 1312
2022
Q3 		$268K Buy
6,479
+82
+1% +$3.88K ﹤0.01% 1274
2022
Q2 		$288K Buy
6,397
+4
+0.1% +$200 ﹤0.01% 1284
2022
Q1 		$373K Sell
6,393
-1,797
-22% -$109K ﹤0.01% 1273
2021
Q4 		$574K Buy
8,190
+72
+0.9% +$4.92K ﹤0.01% 1161
2021
Q3 		$523K Buy
8,118
+75
+0.9% +$4.98K ﹤0.01% 1141
2021
Q2 		$524K Buy
8,043
+197
+3% +$12.6K ﹤0.01% 1133
2021
Q1 		$498K Sell
7,846
-16
-0.2% -$1.05K ﹤0.01% 1120
2020
Q4 		$479K Buy
7,862
+994
+14% +$53.8K ﹤0.01% 1094
2020
Q3 		$331K Buy
6,868
+400
+6% +$18.7K ﹤0.01% 1103
2020
Q2 		$281K Hold
6,468
– – ﹤0.01% 1122
2020
Q1 		$217K Buy
6,468
+690
+12% +$27.2K ﹤0.01% 1136
2019
Q4 		$243K Buy
5,778
+1
+0% +$40 ﹤0.01% 1243
2019
Q3 		$222K Sell
5,777
-51
-0.9% -$1.93K ﹤0.01% 1229
2019
Q2 		$233K Sell
5,828
-929
-14% -$36.5K ﹤0.01% 1246
2019
Q1 		$262K Buy
6,757
+520
+8% +$19.2K ﹤0.01% 1194
2018
Q4 		$203K Sell
6,237
-2,867
-31% -$104K ﹤0.01% 1229
2018
Q3 		$381K Buy
+9,104
New +$375K ﹤0.01% 1043

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

William Blair & Company's ROBO Position: Q1 2026 in Review

William Blair & Company increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 246% in Q1 2026, buying an estimated $650K and bringing the position to 12,451 shares worth $852K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

William Blair & Company first reported a position in ROBO in Q3 2018 and has held it in 31 quarters since. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • William Blair & Company held 12,451 shares of ROBO Global Robotics & Automation Index ETF worth $852K as of Q1 2026.
  • William Blair & Company bought 8,849 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $650K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #990 holding.
  • William Blair & Company first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2018 and has held it in 31 quarters since.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.