AWP
HOOD icon

Ascent Wealth Partners’s Robinhood HOOD Stock Holding History

Ascent Wealth Partners’s Portfolio HOOD Stock Details HOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$346K Buy
4,989
+2,284
+84% +$200K 0.04% 154
2025
Q4 		$306K Buy
2,705
+451
+20% +$58.7K 0.04% 150
2025
Q3 		$323K Buy
+2,254
New +$246K 0.04% 151

Other funds holding HOOD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ascent Wealth Partners's HOOD Position: Q1 2026 in Review

Ascent Wealth Partners increased its Robinhood (HOOD) stake by 84% in Q1 2026, buying an estimated $200K and bringing the position to 4,989 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #154.

Ascent Wealth Partners first reported a position in HOOD in Q3 2025 and has held it in 3 quarters since. 1,263 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Ascent Wealth Partners held 4,989 shares of Robinhood worth $346K as of Q1 2026.
  • Ascent Wealth Partners bought 2,284 Robinhood shares in Q1 2026, an estimated $200K.
  • Robinhood made up 0.04% of Ascent Wealth Partners's portfolio in Q1 2026, its #154 holding.
  • Ascent Wealth Partners first reported a position in Robinhood in Q3 2025 and has held it in 3 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.