Beam Wealth Advisors’s Robinhood HOOD Stock Holding History

Beam Wealth Advisors’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	–	Sell	-10,383	Closed	-$1.17M	–	112
2025 Q4	$1.17M	Buy	+10,383	New	+$1.35M	0.32%	61

Other funds holding HOOD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Beam Wealth Advisors's HOOD Position: Q1 2026 in Review

Beam Wealth Advisors sold out of Robinhood (HOOD) in Q1 2026, closing a stake of 10,383 shares — an estimated $1.17M sold.

Beam Wealth Advisors first reported a position in HOOD in Q4 2025 and held it in 1 quarter. The position peaked at $1.17M in Q4 2025. 1,263 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

Beam Wealth Advisors reported no remaining Robinhood position as of Q1 2026 after selling out during the quarter.
Beam Wealth Advisors sold 10,383 Robinhood shares in Q1 2026, an estimated $1.17M.
Beam Wealth Advisors first reported a position in Robinhood in Q4 2025 and held it in 1 quarter.
Beam Wealth Advisors's Robinhood position peaked at $1.17M in Q4 2025.
1,263 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Beam Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.