DWM
HOOD icon

Diversify Wealth Management’s Robinhood HOOD Stock Holding History

Diversify 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 		$3.03M Sell
31,704
-19,773
-38% -$1.66M 0.05% 293
2026
Q1 		$3.67M Buy
+51,477
New +$4.52M 0.07% 246

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's HOOD Position: Q2 2026 in Review

Diversify Wealth Management reduced its Robinhood (HOOD) stake by 38% in Q2 2026, selling an estimated $1.66M and leaving 31,704 shares worth $3.03M. The position accounts for 0.05% of the portfolio, ranked #293.

Diversify Wealth Management first reported a position in HOOD in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.67M in Q1 2026. 1,391 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Diversify Wealth Management held 31,704 shares of Robinhood worth $3.03M as of Q2 2026.
  • Diversify Wealth Management sold 19,773 Robinhood shares in Q2 2026, an estimated $1.66M.
  • Robinhood made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #293 holding.
  • Diversify Wealth Management first reported a position in Robinhood in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Robinhood position peaked at $3.67M in Q1 2026.
  • 1,391 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.