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Balboa Wealth Partners’s Robinhood HOOD Stock Holding History

Balboa 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 		$866K Sell
12,493
-528
-4% -$46.3K 0.15% 120
2025
Q4 		$1.47M Buy
13,021
+429
+3% +$55.8K 0.24% 68
2025
Q3 		$1.8M Buy
12,592
+2,427
+24% +$265K 0.31% 56
2025
Q2 		$952K Buy
10,165
+564
+6% +$33.4K 0.19% 97
2025
Q1 		$400K Buy
+9,601
New +$456K 0.1% 152

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

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

Balboa Wealth Partners reduced its Robinhood (HOOD) stake by 4.1% in Q1 2026, selling an estimated $46.3K and leaving 12,493 shares worth $866K. The position accounts for 0.15% of the portfolio, ranked #120.

Balboa Wealth Partners first reported a position in HOOD in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.8M in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Balboa Wealth Partners held 12,493 shares of Robinhood worth $866K as of Q1 2026.
  • Balboa Wealth Partners sold 528 Robinhood shares in Q1 2026, an estimated $46.3K.
  • Robinhood made up 0.15% of Balboa Wealth Partners's portfolio in Q1 2026, its #120 holding.
  • Balboa Wealth Partners first reported a position in Robinhood in Q1 2025 and has held it in 5 quarters since.
  • Balboa Wealth Partners's Robinhood position peaked at $1.8M in Q3 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.