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Bogart Wealth LLC’s Robinhood HOOD Stock Holding History

Bogart Wealth LLC’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 		$130K Buy
1,880
+417
+29% +$36.6K 0.01% 324
2025
Q4 		$165K Buy
1,463
+114
+8% +$14.8K 0.01% 273
2025
Q3 		$193K Buy
1,349
+1,037
+332% +$113K 0.01% 253
2025
Q2 		$29.2K Sell
312
-159
-34% -$9.41K ﹤0.01% 553
2025
Q1 		$19.6K Sell
471
-529
-53% -$25.1K ﹤0.01% 589
2024
Q4 		$37.3K Buy
+1,000
New +$32.3K ﹤0.01% 466
2022
Q4 		– Sell
-50
Closed -$1K – 1115
2022
Q3 		$1K Buy
+50
New +$481 ﹤0.01% 900

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

Bogart Wealth LLC's HOOD Position: Q1 2026 in Review

Bogart Wealth LLC increased its Robinhood (HOOD) stake by 29% in Q1 2026, buying an estimated $36.6K and bringing the position to 1,880 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #324.

Bogart Wealth LLC first reported a position in HOOD in Q3 2022 and has held it in 7 quarters since. The position peaked at $193K in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Bogart Wealth LLC held 1,880 shares of Robinhood worth $130K as of Q1 2026.
  • Bogart Wealth LLC bought 417 Robinhood shares in Q1 2026, an estimated $36.6K.
  • Robinhood made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #324 holding.
  • Bogart Wealth LLC first reported a position in Robinhood in Q3 2022 and has held it in 7 quarters since.
  • Bogart Wealth LLC's Robinhood position peaked at $193K in Q3 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.