Migdal Insurance & Financial Holdings’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio HTEC Stock Details HTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$476K	Sell	14,430 -1,040	-7%	-$36.7K	﹤0.01%	182
2025 Q4	$546K	Sell	15,470 -3,545	-19%	-$121K	﹤0.01%	176
2025 Q3	$580K	Sell	19,015 -2,044	-10%	-$60.5K	0.01%	166
2025 Q2	$601K	Sell	21,059 -200	-0.9%	-$5.38K	0.01%	164
2025 Q1	$581K	Sell	21,259 -5,194	-20%	-$153K	0.01%	172
2024 Q4	$761K	Sell	26,453 -7,720	-23%	-$225K	0.01%	161
2024 Q3	$1.01M	Sell	34,173 -1,629	-5%	-$46.7K	0.02%	142
2024 Q2	$975K	Sell	35,802 -413	-1%	-$11.3K	0.02%	157
2024 Q1	$1.03M	Buy	36,215 +89	+0.2%	+$2.48K	0.02%	147
2023 Q4	$1.01M	Sell	36,126 -4,063	-10%	-$101K	0.02%	163
2023 Q3	$1.01M	Sell	40,189 -3,935	-9%	-$112K	0.02%	151
2023 Q2	$1.33M	Sell	44,124 -17,062	-28%	-$509K	0.03%	138
2023 Q1	$1.82M	Buy	61,186 +650	+1%	+$19.6K	0.04%	118
2022 Q4	$1.75M	Sell	60,536 -4,756	-7%	-$136K	0.04%	107
2022 Q3	$1.77M	Sell	65,292 -3,239	-5%	-$99K	0.04%	114
2022 Q2	$1.99M	Sell	68,531 -6,216	-8%	-$192K	0.04%	101
2022 Q1	$2.72M	Sell	74,747 -10,755	-13%	-$398K	0.05%	123
2021 Q4	$3.73M	Sell	85,502 -6,095	-7%	-$272K	0.04%	141
2021 Q3	$4.17M	Buy	91,597 +2,081	+2%	+$99.1K	0.04%	138
2021 Q2	$4.31M	Buy	89,516 +4,924	+6%	+$224K	0.05%	144
2021 Q1	$3.71M	Buy	84,592 +25,074	+42%	+$1.17M	0.04%	163
2020 Q4	$2.6M	Buy	59,518 +15,587	+35%	+$610K	0.03%	140
2020 Q3	$1.54M	Buy	43,931 +18,492	+73%	+$621K	0.02%	224
2020 Q2	$783K	Buy	25,439 +6,693	+36%	+$188K	0.01%	266
2020 Q1	$441K	Buy	+18,746	New	+$485K	0.01%	244

Other funds holding HTEC

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EIP

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Migdal Insurance & Financial Holdings's HTEC Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings reduced its ROBO Global Healthcare Technology and Innovation ETF (HTEC) stake by 6.7% in Q1 2026, selling an estimated $36.7K and leaving 14,430 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

Migdal Insurance & Financial Holdings first reported a position in HTEC in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.31M in Q2 2021. 27 funds tracked by Wall St. Rank hold HTEC as of Q1 2026.

Migdal Insurance & Financial Holdings held 14,430 shares of ROBO Global Healthcare Technology and Innovation ETF worth $476K as of Q1 2026.
Migdal Insurance & Financial Holdings sold 1,040 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2026, an estimated $36.7K.
ROBO Global Healthcare Technology and Innovation ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q1 2026, its #182 holding.
Migdal Insurance & Financial Holdings first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q1 2020 and has held it in 25 quarters since.
Migdal Insurance & Financial Holdings's ROBO Global Healthcare Technology and Innovation ETF position peaked at $4.31M in Q2 2021.
27 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.