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Asset Planning Inc’s Robinhood HOOD Stock Holding History

Asset Planning Inc’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 		$296K Hold
4,270
– – 0.21% 62
2025
Q4 		$483K Hold
4,270
– – 0.34% 44
2025
Q3 		$611K Hold
4,270
– – 0.44% 42
2025
Q2 		$400K Buy
+4,270
New +$253K 0.3% 53

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

Asset Planning Inc's HOOD Position: Q1 2026 in Review

Asset Planning Inc held its Robinhood (HOOD) position steady in Q1 2026 at 4,270 shares worth $296K. The position accounts for 0.21% of the portfolio, ranked #62.

Asset Planning Inc first reported a position in HOOD in Q2 2025 and has held it in 4 quarters since. The position peaked at $611K in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Asset Planning Inc held 4,270 shares of Robinhood worth $296K as of Q1 2026.
  • Asset Planning Inc left its Robinhood share count unchanged in Q1 2026.
  • Robinhood made up 0.21% of Asset Planning Inc's portfolio in Q1 2026, its #62 holding.
  • Asset Planning Inc first reported a position in Robinhood in Q2 2025 and has held it in 4 quarters since.
  • Asset Planning Inc's Robinhood position peaked at $611K in Q3 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.