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Evercore Wealth Management’s Robinhood HOOD Stock Holding History

Evercore 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 		$609K Sell
6,071
-920
-13% -$77K 0.01% 269
2026
Q1 		$484K Hold
6,991
– – 0.01% 286
2025
Q4 		$791K Hold
6,991
– – 0.01% 239
2025
Q3 		$1M Hold
6,991
– – 0.01% 221
2025
Q2 		$655K Hold
6,991
– – 0.01% 255
2025
Q1 		$291K Buy
6,991
+300
+4% +$14.3K ﹤0.01% 345
2024
Q4 		$249K Buy
+6,691
New +$216K ﹤0.01% 368

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

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

Evercore Wealth Management reduced its Robinhood (HOOD) stake by 13% in Q2 2026, selling an estimated $77K and leaving 6,071 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #269.

Evercore Wealth Management first reported a position in HOOD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1M in Q3 2025. 1,382 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Evercore Wealth Management held 6,071 shares of Robinhood worth $609K as of Q2 2026.
  • Evercore Wealth Management sold 920 Robinhood shares in Q2 2026, an estimated $77K.
  • Robinhood made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #269 holding.
  • Evercore Wealth Management first reported a position in Robinhood in Q4 2024 and has held it in 7 quarters since.
  • Evercore Wealth Management's Robinhood position peaked at $1M in Q3 2025.
  • 1,382 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.