Pathstone Holdings’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Pathstone 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	$439K	Hold	5,123	–	–	﹤0.01%	1934
2026 Q1	$351K	Buy	5,123 +2,100	+69%	+$154K	﹤0.01%	1906
2025 Q4	$210K	Buy	+3,023	New	+$207K	﹤0.01%	2090
2024 Q2	–	Sell	-3,838	Closed	-$225K	–	2367
2024 Q1	$225K	Buy	3,838 +1	+0%	+$57	﹤0.01%	2088
2023 Q4	$220K	Buy	+3,837	New	+$196K	﹤0.01%	2020

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

Pathstone Holdings's ROBO Position: Q2 2026 in Review

Pathstone Holdings held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 5,123 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Pathstone Holdings first reported a position in ROBO in Q4 2023 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Pathstone Holdings held 5,123 shares of ROBO Global Robotics & Automation Index ETF worth $439K as of Q2 2026.
Pathstone 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 Pathstone Holdings's portfolio in Q2 2026, its #1934 holding.
Pathstone Holdings first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2023 and has held it in 5 quarters since.
320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.