DWM
HOOD icon

Drive Wealth Management’s Robinhood HOOD Stock Holding History

Drive 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
Q1 		– Sell
-2,416
Closed -$273K – 394
2025
Q4 		$273K Buy
2,416
+821
+51% +$107K 0.05% 275
2025
Q3 		$228K Buy
+1,595
New +$174K 0.05% 302
2025
Q2 		– Sell
-15,733
Closed -$655K – 356
2025
Q1 		$655K Buy
+15,733
New +$748K 0.15% 115
2024
Q1 		– Sell
-14,362
Closed -$183K – 330
2023
Q4 		$183K Sell
14,362
-8,977
-38% -$89.2K 0.06% 276
2023
Q3 		$229K Hold
23,339
– – 0.08% 220
2023
Q2 		$233K Hold
23,339
– – 0.09% 218
2023
Q1 		$227K Sell
23,339
-1,347
-5% -$12.8K 0.09% 230
2022
Q4 		$201K Sell
24,686
-31
-0.1% -$304 0.1% 223
2022
Q3 		$250K Buy
24,717
+31
+0.1% +$298 0.24% 121
2022
Q2 		$203K Hold
24,686
– – 0.19% 146
2022
Q1 		$334K Buy
+24,686
New +$330K 0.28% 93

Other funds holding HOOD

BlackRock
BlackRock New York $5.7T 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 $1.47T 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