Pinnacle Associates’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Pinnacle Associates’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	$4.08M	Buy	47,623 +1,875	+4%	+$154K	0.04%	307
2026 Q1	$3.13M	Buy	45,748 +1,611	+4%	+$118K	0.04%	324
2025 Q4	$3.06M	Sell	44,137 -668	-1%	-$45.7K	0.04%	327
2025 Q3	$2.94M	Sell	44,805 -398	-0.9%	-$25.2K	0.04%	329
2025 Q2	$2.7M	Sell	45,203 -4,094	-8%	-$219K	0.04%	336
2025 Q1	$2.54M	Sell	49,297 -76	-0.2%	-$4.36K	0.04%	337
2024 Q4	$2.78M	Sell	49,373 -6,338	-11%	-$360K	0.04%	327
2024 Q3	$3.19M	Buy	55,711 +1,933	+4%	+$106K	0.05%	290
2024 Q2	$2.96M	Sell	53,778 -60	-0.1%	-$3.35K	0.05%	304
2024 Q1	$3.16M	Sell	53,838 -1,873	-3%	-$106K	0.05%	298
2023 Q4	$3.19M	Buy	55,711 +2	+0%	+$102	0.05%	293
2023 Q3	$2.81M	Sell	55,709 -2,592	-4%	-$142K	0.05%	301
2023 Q2	$3.41M	Buy	58,301 +1,315	+2%	+$72.3K	0.06%	276
2023 Q1	$3.12M	Sell	56,986 -1,934	-3%	-$101K	0.06%	252
2022 Q4	$2.73M	Sell	58,920 -10,010	-15%	-$457K	0.06%	259
2022 Q3	$2.85M	Sell	68,930 -5,485	-7%	-$259K	0.07%	250
2022 Q2	$3.35M	Buy	74,415 +34,310	+86%	+$1.71M	0.07%	243
2022 Q1	$2.34M	Buy	40,105 +11,840	+42%	+$721K	0.04%	319
2021 Q4	$1.98M	Sell	28,265 -50	-0.2%	-$3.42K	0.03%	349
2021 Q3	$1.82M	Buy	28,315 +300	+1%	+$19.9K	0.03%	351
2021 Q2	$1.83M	Hold	28,015	–	–	0.03%	348
2021 Q1	$1.78M	Hold	28,015	–	–	0.03%	342
2020 Q4	$1.71M	Hold	28,015	–	–	0.03%	324
2020 Q3	$1.35M	Buy	28,015 +3,210	+13%	+$150K	0.03%	329
2020 Q2	$1.08M	Buy	24,805 +1,275	+5%	+$50.7K	0.03%	347
2020 Q1	$790K	Buy	23,530 +3,270	+16%	+$129K	0.02%	371
2019 Q4	$851K	Hold	20,260	–	–	0.02%	443
2019 Q3	$777K	Buy	20,260 +70	+0.3%	+$2.64K	0.02%	455
2019 Q2	$806K	Buy	20,190 +305	+2%	+$12K	0.02%	448
2019 Q1	$770K	Buy	19,885 +90	+0.5%	+$3.32K	0.02%	459
2018 Q4	$644K	Buy	19,795 +4,565	+30%	+$165K	0.02%	464
2018 Q3	$637K	Buy	15,230 +4,800	+46%	+$198K	0.01%	487
2018 Q2	$417K	Buy	+10,430	New	+$432K	0.01%	536

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

Pinnacle Associates's ROBO Position: Q2 2026 in Review

Pinnacle Associates increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 4.1% in Q2 2026, buying an estimated $154K and bringing the position to 47,623 shares worth $4.08M. The position accounts for 0.04% of the portfolio, ranked #307.

Pinnacle Associates first reported a position in ROBO in Q2 2018 and has held it in 33 quarters since. 319 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Pinnacle Associates held 47,623 shares of ROBO Global Robotics & Automation Index ETF worth $4.08M as of Q2 2026.
Pinnacle Associates bought 1,875 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $154K.
ROBO Global Robotics & Automation Index ETF made up 0.04% of Pinnacle Associates's portfolio in Q2 2026, its #307 holding.
Pinnacle Associates first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2018 and has held it in 33 quarters since.
319 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.