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Cassaday & Co Wealth Management’s Robinhood HOOD Stock Holding History

Cassaday & Co Wealth Management’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 		$40.5K Sell
404
-73
-15% -$6.11K ﹤0.01% 661
2026
Q1 		$33.1K Buy
+477
New +$41.9K ﹤0.01% 697

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

Cassaday & Co Wealth Management's HOOD Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Robinhood (HOOD) stake by 15% in Q2 2026, selling an estimated $6.11K and leaving 404 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Cassaday & Co Wealth Management first reported a position in HOOD in Q1 2026 and has held it in 2 quarters since. 1,385 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Cassaday & Co Wealth Management held 404 shares of Robinhood worth $40.5K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 73 Robinhood shares in Q2 2026, an estimated $6.11K.
  • Robinhood made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #661 holding.
  • Cassaday & Co Wealth Management first reported a position in Robinhood in Q1 2026 and has held it in 2 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.