AWM
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Axxcess Wealth Management’s Robinhood HOOD Stock Holding History

Axxcess Wealth Management’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 		$2.17M Buy
21,649
+5,077
+31% +$425K 0.03% 381
2026
Q1 		$1.15M Sell
16,572
-7,082
-30% -$622K 0.04% 228
2025
Q4 		$2.68M Sell
23,654
-4,084
-15% -$531K 0.05% 322
2025
Q3 		$3.97M Sell
27,738
-1,172
-4% -$128K 0.08% 193
2025
Q2 		$2.71M Buy
28,910
+11,673
+68% +$691K 0.06% 237
2025
Q1 		$717K Buy
17,237
+4,352
+34% +$207K 0.02% 472
2024
Q4 		$480K Sell
12,885
-6,888
-35% -$222K 0.01% 556
2024
Q3 		$463K Buy
19,773
+598
+3% +$12.6K 0.01% 567
2024
Q2 		$435K Sell
19,175
-5,419
-22% -$106K 0.01% 555
2024
Q1 		$495K Sell
24,594
-521
-2% -$7.3K 0.01% 535
2023
Q4 		$320K Buy
25,115
+3,117
+14% +$31K 0.01% 627
2023
Q3 		$216K Buy
21,998
+1,606
+8% +$17.8K 0.01% 710
2023
Q2 		$204K Buy
20,392
+3,014
+17% +$28.1K 0.01% 548
2023
Q1 		$169K Sell
17,378
-838
-5% -$7.99K 0.01% 602
2022
Q4 		$148K Sell
18,216
-17,709
-49% -$174K 0.01% 578
2022
Q3 		$363K Sell
35,925
-2,317
-6% -$22.3K 0.03% 368
2022
Q2 		$314K Buy
38,242
+6,816
+22% +$66.4K 0.03% 387
2022
Q1 		$425K Buy
31,426
+4,463
+17% +$59.7K 0.03% 392
2021
Q4 		$479K Buy
+26,963
New +$830K 0.03% 372

Other funds holding HOOD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Axxcess Wealth Management's HOOD Position: Q2 2026 in Review

Axxcess Wealth Management increased its Robinhood (HOOD) stake by 31% in Q2 2026, buying an estimated $425K and bringing the position to 21,649 shares worth $2.17M. The position accounts for 0.03% of the portfolio, ranked #381.

Axxcess Wealth Management first reported a position in HOOD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.97M in Q3 2025. 708 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Axxcess Wealth Management held 21,649 shares of Robinhood worth $2.17M as of Q2 2026.
  • Axxcess Wealth Management bought 5,077 Robinhood shares in Q2 2026, an estimated $425K.
  • Robinhood made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #381 holding.
  • Axxcess Wealth Management first reported a position in Robinhood in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Robinhood position peaked at $3.97M in Q3 2025.
  • 708 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.