AWE
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Avidian Wealth Enterprises’s Robinhood HOOD Stock Holding History

Avidian Wealth Enterprises’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
Q2 		$240K Buy
+2,396
New +$201K 0.01% 651
2025
Q4 		– Sell
-1,596
Closed -$228K – 588
2025
Q3 		$228K Buy
+1,596
New +$174K 0.01% 527

Other funds holding HOOD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return

Avidian Wealth Enterprises's HOOD Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in Robinhood (HOOD) in Q2 2026: 2,396 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #651 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in HOOD as recently as Q3 2025.

Avidian Wealth Enterprises first reported a position in HOOD in Q3 2025 and has held it in 2 quarters since. 1,382 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Avidian Wealth Enterprises held 2,396 shares of Robinhood worth $240K as of Q2 2026.
  • Robinhood was a new Avidian Wealth Enterprises position in Q2 2026.
  • Robinhood made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #651 holding.
  • Avidian Wealth Enterprises first reported a position in Robinhood in Q3 2025 and has held it in 2 quarters since.
  • 1,382 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.