Concord Wealth Partners’s Robinhood HOOD Stock Holding History

Concord Wealth Partners’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	$53.5K	Buy	+533	New	+$44.6K	0.01%	356
2026 Q1	–	Sell	-369	Closed	-$41.8K	–	449
2025 Q4	$41.8K	Sell	369 -1,079	-75%	-$140K	0.01%	352
2025 Q3	$207K	Sell	1,448 -68	-4%	-$7.42K	0.03%	189
2025 Q2	$142K	Buy	+1,516	New	+$89.7K	0.02%	237
2025 Q1	–	Sell	-100	Closed	-$3.73K	–	874
2024 Q4	$3.73K	Buy	+100	New	+$3.23K	﹤0.01%	647

Other funds holding HOOD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Concord Wealth Partners's HOOD Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Robinhood (HOOD) in Q2 2026: 533 shares worth $53.5K. The stake represents 0.01% of the portfolio and ranks #356 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in HOOD as recently as Q4 2025.

Concord Wealth Partners first reported a position in HOOD in Q4 2024 and has held it in 5 quarters since. The position peaked at $207K in Q3 2025. 1,385 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

Concord Wealth Partners held 533 shares of Robinhood worth $53.5K as of Q2 2026.
Robinhood was a new Concord Wealth Partners position in Q2 2026.
Robinhood made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #356 holding.
Concord Wealth Partners first reported a position in Robinhood in Q4 2024 and has held it in 5 quarters since.
Concord Wealth Partners's Robinhood position peaked at $207K in Q3 2025.
1,385 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.