First Foundation Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

First Foundation Advisors’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 Q2	$446K	Hold	5,211	–	–	0.02%	260
2026 Q1	$357K	Hold	5,211	–	–	0.01%	272
2025 Q4	$361K	Hold	5,211	–	–	0.01%	260
2025 Q3	$342K	Hold	5,211	–	–	0.01%	265
2025 Q2	$312K	Hold	5,211	–	–	0.01%	286
2025 Q1	$268K	Sell	5,211 -1,050	-17%	-$60.2K	0.01%	285
2024 Q4	$352K	Hold	6,261	–	–	0.01%	265
2024 Q3	$357K	Hold	6,261	–	–	0.01%	262
2024 Q2	$345K	Hold	6,261	–	–	0.01%	267
2024 Q1	$367K	Hold	6,261	–	–	0.01%	263
2023 Q4	$359K	Sell	6,261 -54	-0.9%	-$2.76K	0.02%	264
2023 Q3	$318K	Hold	6,315	–	–	0.01%	319
2023 Q2	$370K	Buy	+6,315	New	+$347K	0.02%	277

Other funds holding ROBO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

First Foundation Advisors's ROBO Position: Q2 2026 in Review

First Foundation Advisors held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 5,211 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #260.

First Foundation Advisors first reported a position in ROBO in Q2 2023 and has held it in 13 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

First Foundation Advisors held 5,211 shares of ROBO Global Robotics & Automation Index ETF worth $446K as of Q2 2026.
First Foundation Advisors left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up 0.02% of First Foundation Advisors's portfolio in Q2 2026, its #260 holding.
First Foundation Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2023 and has held it in 13 quarters since.
317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.