Congress Wealth Management’s Robinhood HOOD Stock Holding History

Congress 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
2025 Q2	$1.35M	Buy	+14,378	New	+$851K	0.01%	633

Other funds holding HOOD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

IVAV

Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's HOOD Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Robinhood (HOOD) in Q2 2025: 14,378 shares worth $1.35M. The stake represents 0.01% of the portfolio and ranks #633 among its holdings.

1,065 funds tracked by Wall St. Rank hold HOOD as of Q2 2025.

Congress Wealth Management held 14,378 shares of Robinhood worth $1.35M as of Q2 2025.
Robinhood was a new Congress Wealth Management position in Q2 2025.
Robinhood made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #633 holding.
1,065 funds tracked by Wall St. Rank held Robinhood as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.