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 		– Sell
-10,400
Closed -$28 – 4150
2025
Q4 		$28 Hold
10,400
– – ﹤0.01% 3892
2025
Q3 		$7.59K Buy
+10,400
New +$1.13M ﹤0.01% 3852
2025
Q2 		– Sell
-10,400
Closed -$28.4K – 3738
2025
Q1 		$28.4K Hold
10,400
– – ﹤0.01% 3382
2024
Q4 		$53.6K Buy
+10,400
New +$336K ﹤0.01% 3240

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.