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Caldwell Trust’s Robinhood HOOD Stock Holding History

Caldwell Trust’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 		$274K Buy
+2,736
New +$229K 0.02% 294

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

Caldwell Trust's HOOD Position: Q2 2026 in Review

Caldwell Trust opened a new position in Robinhood (HOOD) in Q2 2026: 2,736 shares worth $274K. The stake represents 0.02% of the portfolio and ranks #294 among its holdings.

1,382 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Caldwell Trust held 2,736 shares of Robinhood worth $274K as of Q2 2026.
  • Robinhood was a new Caldwell Trust position in Q2 2026.
  • Robinhood made up 0.02% of Caldwell Trust's portfolio in Q2 2026, its #294 holding.
  • 1,382 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.