EWA
HOOD icon

EP Wealth Advisors’s Robinhood HOOD Stock Holding History

EP Wealth Advisors’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 		$1.67M Buy
16,661
+7,801
+88% +$653K 0.01% 620
2026
Q1 		$614K Buy
8,860
+4,797
+118% +$421K ﹤0.01% 816
2025
Q4 		$459K Buy
+4,063
New +$528K ﹤0.01% 924

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 $3.37T AUM 44.26% 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

EP Wealth Advisors's HOOD Position: Q2 2026 in Review

EP Wealth Advisors increased its Robinhood (HOOD) stake by 88% in Q2 2026, buying an estimated $653K and bringing the position to 16,661 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #620.

EP Wealth Advisors first reported a position in HOOD in Q4 2025 and has held it in 3 quarters since. 1,385 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • EP Wealth Advisors held 16,661 shares of Robinhood worth $1.67M as of Q2 2026.
  • EP Wealth Advisors bought 7,801 Robinhood shares in Q2 2026, an estimated $653K.
  • Robinhood made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #620 holding.
  • EP Wealth Advisors first reported a position in Robinhood in Q4 2025 and has held it in 3 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.