CPL
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Capital & Planning LLC’s Robinhood HOOD Stock Holding History

Capital & Planning 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 		$453K Buy
+6,536
New +$574K 0.27% 32
2025
Q4 		– Sell
-5,285
Closed -$757K – 18
2025
Q3 		$757K Buy
+5,285
New +$576K 0.47% 28

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital & Planning LLC's HOOD Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Robinhood (HOOD) in Q1 2026: 6,536 shares worth $453K. The stake represents 0.27% of the portfolio and ranks #32 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in HOOD as recently as Q3 2025.

Capital & Planning LLC first reported a position in HOOD in Q3 2025 and has held it in 2 quarters since. The position peaked at $757K in Q3 2025. 1,269 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Capital & Planning LLC held 6,536 shares of Robinhood worth $453K as of Q1 2026.
  • Robinhood was a new Capital & Planning LLC position in Q1 2026.
  • Robinhood made up 0.27% of Capital & Planning LLC's portfolio in Q1 2026, its #32 holding.
  • Capital & Planning LLC first reported a position in Robinhood in Q3 2025 and has held it in 2 quarters since.
  • Capital & Planning LLC's Robinhood position peaked at $757K in Q3 2025.
  • 1,269 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.