MIFH
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Migdal Insurance & Financial Holdings’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Migdal Insurance & Financial Holdings’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 		$19.7K Hold
230
– – ﹤0.01% 323
2026
Q1 		$15.7K Buy
+230
New +$16.9K ﹤0.01% 329
2025
Q1 		– Sell
-223
Closed -$13K – 473
2024
Q4 		$13K Hold
223
– – ﹤0.01% 304
2024
Q3 		$13K Sell
223
-225
-50% -$12.3K ﹤0.01% 324
2024
Q2 		$25K Sell
448
-17,193
-97% -$959K ﹤0.01% 346
2024
Q1 		$1.03M Sell
17,641
-347
-2% -$19.6K 0.02% 146
2023
Q4 		$1.03M Sell
17,988
-1,904
-10% -$97.2K 0.02% 161
2023
Q3 		$1M Sell
19,892
-1,123
-5% -$61.7K 0.02% 152
2023
Q2 		$1.23M Sell
21,015
-4,939
-19% -$271K 0.03% 141
2023
Q1 		$1.42M Buy
25,954
+2,691
+12% +$140K 0.03% 132
2022
Q4 		$1.08M Sell
23,263
-1,894
-8% -$86.4K 0.02% 128
2022
Q3 		$1.04M Sell
25,157
-1,426
-5% -$67.4K 0.02% 138
2022
Q2 		$1.2M Sell
26,583
-2,591
-9% -$129K 0.03% 128
2022
Q1 		$1.7M Sell
29,174
-3,827
-12% -$233K 0.03% 151
2021
Q4 		$2.31M Sell
33,001
-2,783
-8% -$190K 0.02% 164
2021
Q3 		$2.31M Buy
35,784
+735
+2% +$48.8K 0.02% 171
2021
Q2 		$2.29M Buy
35,049
+3,945
+13% +$253K 0.02% 176
2021
Q1 		$1.98M Buy
31,104
+29,604
+1,974% +$1.95M 0.02% 193
2020
Q4 		$91K Hold
1,500
– – ﹤0.01% 412
2020
Q3 		$72K Hold
1,500
– – ﹤0.01% 515
2020
Q2 		$65K Hold
1,500
– – ﹤0.01% 487
2020
Q1 		$50K Hold
1,500
– – ﹤0.01% 485
2019
Q4 		$63K Hold
1,500
– – ﹤0.01% 610
2019
Q3 		$57K Hold
1,500
– – ﹤0.01% 588
2019
Q2 		$60K Sell
1,500
-45,690
-97% -$1.79M ﹤0.01% 597
2019
Q1 		$1.83M Sell
47,190
-38,065
-45% -$1.41M 0.04% 150
2018
Q4 		$2.77M Sell
85,255
-7,640
-8% -$277K 0.06% 118
2018
Q3 		$3.89M Sell
92,895
-125
-0.1% -$5.15K 0.08% 167
2018
Q2 		$3.72M Sell
93,020
-1,800
-2% -$74.5K 0.09% 164
2018
Q1 		$3.96M Buy
94,820
+4,195
+5% +$182K 0.09% 151
2017
Q4 		$3.75M Buy
90,625
+41,990
+86% +$1.7M 0.09% 144
2017
Q3 		$1.87M Buy
+48,635
New +$1.77M 0.04% 172

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Migdal Insurance & Financial Holdings's ROBO Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 230 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Migdal Insurance & Financial Holdings first reported a position in ROBO in Q3 2017 and has held it in 32 quarters since. The position peaked at $3.96M in Q1 2018. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Migdal Insurance & Financial Holdings held 230 shares of ROBO Global Robotics & Automation Index ETF worth $19.7K as of Q2 2026.
  • Migdal Insurance & Financial Holdings left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #323 holding.
  • Migdal Insurance & Financial Holdings first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2017 and has held it in 32 quarters since.
  • Migdal Insurance & Financial Holdings's ROBO Global Robotics & Automation Index ETF position peaked at $3.96M in Q1 2018.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.