Meitav Investment House’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Meitav Investment House’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	$505K	Buy	+5,900	New	+$485K	﹤0.01%	264
2024 Q1	–	Sell	-5,900	Closed	-$338K	–	332
2023 Q4	$338K	Hold	5,900	–	–	0.01%	280
2023 Q3	$297K	Hold	5,900	–	–	﹤0.01%	289
2023 Q2	$346K	Hold	5,900	–	–	0.01%	302
2023 Q1	$317K	Sell	5,900 -28,365	-83%	-$1.48M	0.01%	315
2022 Q4	$1.6M	Hold	34,265	–	–	0.03%	199
2022 Q3	$1.43M	Hold	34,265	–	–	0.03%	207
2022 Q2	$1.54M	Hold	34,265	–	–	0.03%	204
2022 Q1	$2M	Sell	34,265 -21,922	-39%	-$1.33M	0.03%	214
2021 Q4	$3.94M	Hold	56,187	–	–	0.06%	172
2021 Q3	$3.62M	Hold	56,187	–	–	0.06%	180
2021 Q2	$3.66M	Hold	56,187	–	–	0.09%	140
2021 Q1	$3.57M	Hold	56,187	–	–	0.1%	133
2020 Q4	$3.42M	Hold	56,187	–	–	0.13%	106
2020 Q3	$2.71M	Buy	56,187 +28,365	+102%	+$1.33M	0.13%	93
2020 Q2	$1.21M	Hold	27,822	–	–	0.07%	139
2020 Q1	$935K	Buy	+27,822	New	+$1.09M	0.07%	153
2019 Q4	–	Sell	-28,722	Closed	-$1.09M	–	470
2019 Q3	$1.09M	Buy	+28,722	New	+$1.08M	0.08%	145
2019 Q2	–	Sell	-46,410	Closed	-$1.8M	–	475
2019 Q1	$1.8M	Buy	+46,410	New	+$1.71M	0.1%	121
2018 Q4	–	Sell	-46,410	Closed	-$1.94M	–	425
2018 Q3	$1.94M	Buy	+46,410	New	+$1.91M	0.09%	138
2018 Q2	–	Sell	-31,958	Closed	-$1.34M	–	446
2018 Q1	$1.34M	Sell	31,958 -42,477	-57%	-$1.84M	0.07%	116
2017 Q4	$3.06M	Buy	+74,435	New	+$3.02M	0.18%	79

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

Meitav Investment House's ROBO Position: Q2 2026 in Review

Meitav Investment House opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 5,900 shares worth $505K. The stake represents ﹤0.01% of the portfolio and ranks #264 among its holdings. This is a return to the name: Meitav Investment House previously reported a position in ROBO as recently as Q4 2023.

Meitav Investment House first reported a position in ROBO in Q4 2017 and has held it in 22 quarters since. The position peaked at $3.94M in Q4 2021. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Meitav Investment House held 5,900 shares of ROBO Global Robotics & Automation Index ETF worth $505K as of Q2 2026.
ROBO Global Robotics & Automation Index ETF was a new Meitav Investment House position in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Meitav Investment House's portfolio in Q2 2026, its #264 holding.
Meitav Investment House first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and has held it in 22 quarters since.
Meitav Investment House's ROBO Global Robotics & Automation Index ETF position peaked at $3.94M in Q4 2021.
320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.