Atria Wealth Solutions’s Robinhood HOOD Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$2.17M	Sell	23,143 -20,577	-47%	-$1.22M	0.05%	397
2025 Q1	$1.82M	Buy	43,720 +4,546	+12%	+$216K	0.02%	671
2024 Q4	$1.46M	Buy	39,174 +12,260	+46%	+$396K	0.02%	764
2024 Q3	$630K	Sell	26,914 -8,450	-24%	-$178K	0.01%	1127
2024 Q2	$803K	Sell	35,364 -10,992	-24%	-$215K	0.01%	1000
2024 Q1	$933K	Sell	46,356 -167,907	-78%	-$2.35M	0.01%	942
2023 Q4	$2.73M	Buy	214,263 +10,300	+5%	+$102K	0.03%	500
2023 Q3	$2M	Buy	203,963 +28,963	+17%	+$321K	0.03%	557
2023 Q2	$1.75M	Hold	175,000	–	–	0.02%	609
2023 Q1	$1.7M	Buy	175,000 +10,000	+6%	+$95.4K	0.03%	594
2022 Q4	$1.34M	Buy	165,000 +19,078	+13%	+$187K	0.02%	640
2022 Q3	$1.47M	Buy	145,922 +10,922	+8%	+$105K	0.03%	591
2022 Q2	$1.11M	Buy	135,000 +60,000	+80%	+$585K	0.02%	651
2022 Q1	$1.01M	Buy	+75,000	New	+$1M	0.02%	723

Other funds holding HOOD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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 $1.47T AUM 27.86% 1-Year Est. Return

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return