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Evergreen Capital Management’s Robinhood HOOD Stock Holding History

Evergreen Capital 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 		$5.62M Sell
81,042
-17,892
-18% -$1.57M 0.12% 177
2025
Q4 		$11.2M Buy
98,934
+8,929
+10% +$1.16M 0.25% 96
2025
Q3 		$12.9M Buy
90,005
+325
+0.4% +$35.4K 0.31% 83
2025
Q2 		$8.4M Buy
89,680
+48,389
+117% +$2.86M 0.25% 110
2025
Q1 		$1.72M Buy
41,291
+8,232
+25% +$391K 0.06% 269
2024
Q4 		$1.23M Hold
33,059
– – 0.04% 308
2024
Q3 		$774K Hold
33,059
– – 0.03% 376
2024
Q2 		$751K Hold
33,059
– – 0.03% 357
2024
Q1 		$665K Buy
33,059
+244
+0.7% +$3.42K 0.03% 371
2023
Q4 		$418K Hold
32,815
– – 0.02% 465
2023
Q3 		$322K Hold
32,815
– – 0.01% 530
2023
Q2 		$327K Buy
32,815
+11,683
+55% +$109K 0.01% 526
2023
Q1 		$205K Buy
21,132
+304
+1% +$2.9K 0.01% 651
2022
Q4 		$170K Hold
20,828
– – 0.01% 633
2022
Q3 		$210K Hold
20,828
– – 0.01% 546
2022
Q2 		$171K Sell
20,828
-192,892
-90% -$1.88M 0.01% 535
2022
Q1 		$2.89M Sell
213,720
-48,000
-18% -$642K 0.12% 201
2021
Q4 		$4.65M Buy
+261,720
New +$8.05M 0.19% 144

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

Evergreen Capital Management's HOOD Position: Q1 2026 in Review

Evergreen Capital Management reduced its Robinhood (HOOD) stake by 18% in Q1 2026, selling an estimated $1.57M and leaving 81,042 shares worth $5.62M. The position accounts for 0.12% of the portfolio, ranked #177.

Evergreen Capital Management first reported a position in HOOD in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.9M in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Evergreen Capital Management held 81,042 shares of Robinhood worth $5.62M as of Q1 2026.
  • Evergreen Capital Management sold 17,892 Robinhood shares in Q1 2026, an estimated $1.57M.
  • Robinhood made up 0.12% of Evergreen Capital Management's portfolio in Q1 2026, its #177 holding.
  • Evergreen Capital Management first reported a position in Robinhood in Q4 2021 and has held it in 18 quarters since.
  • Evergreen Capital Management's Robinhood position peaked at $12.9M in Q3 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.