Creative Planning
HOOD icon

Creative Planning’s Robinhood HOOD Stock Holding History

Creative Planning’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 		$9.66M Sell
139,448
-4,671
-3% -$410K 0.01% 711
2025
Q4 		$16.3M Buy
144,119
+14,473
+11% +$1.88M 0.01% 444
2025
Q3 		$18.6M Buy
129,646
+29,432
+29% +$3.21M 0.01% 378
2025
Q2 		$9.38M Buy
100,214
+17,795
+22% +$1.05M 0.01% 526
2025
Q1 		$3.43M Buy
82,419
+17,506
+27% +$832K ﹤0.01% 873
2024
Q4 		$2.42M Buy
64,913
+29,529
+83% +$954K ﹤0.01% 1018
2024
Q3 		$829K Buy
35,384
+9,094
+35% +$192K ﹤0.01% 1668
2024
Q2 		$597K Buy
26,290
+15,464
+143% +$303K ﹤0.01% 1809
2024
Q1 		$218K Buy
10,826
+409
+4% +$5.73K ﹤0.01% 2509
2023
Q4 		$133K Buy
10,417
+256
+3% +$2.54K ﹤0.01% 2533
2023
Q3 		$99.7K Sell
10,161
-5,014
-33% -$55.6K ﹤0.01% 2396
2023
Q2 		$151K Sell
15,175
-6,803
-31% -$63.4K ﹤0.01% 2272
2023
Q1 		$213K Buy
21,978
+2,148
+11% +$20.5K ﹤0.01% 2082
2022
Q4 		$161K Buy
19,830
+1,146
+6% +$11.2K ﹤0.01% 2063
2022
Q3 		$189K Sell
18,684
-9,632
-34% -$92.6K ﹤0.01% 1926
2022
Q2 		$233K Sell
28,316
-8,710
-24% -$84.9K ﹤0.01% 1790
2022
Q1 		$500K Buy
37,026
+26,854
+264% +$359K ﹤0.01% 1320
2021
Q4 		$181K Buy
+10,172
New +$313K ﹤0.01% 1889

Other funds holding HOOD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's HOOD Position: Q1 2026 in Review

Creative Planning reduced its Robinhood (HOOD) stake by 3.2% in Q1 2026, selling an estimated $410K and leaving 139,448 shares worth $9.66M. The position accounts for 0.01% of the portfolio, ranked #711.

Creative Planning first reported a position in HOOD in Q4 2021 and has held it in 18 quarters since. The position peaked at $18.6M in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Creative Planning held 139,448 shares of Robinhood worth $9.66M as of Q1 2026.
  • Creative Planning sold 4,671 Robinhood shares in Q1 2026, an estimated $410K.
  • Robinhood made up 0.01% of Creative Planning's portfolio in Q1 2026, its #711 holding.
  • Creative Planning first reported a position in Robinhood in Q4 2021 and has held it in 18 quarters since.
  • Creative Planning's Robinhood position peaked at $18.6M in Q3 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.