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 Q2	$8.51M	Buy	84,905 +3,863	+5%	+$323K	0.15%	140
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Evergreen Capital Management's HOOD Position: Q2 2026 in Review

Evergreen Capital Management increased its Robinhood (HOOD) stake by 4.8% in Q2 2026, buying an estimated $323K and bringing the position to 84,905 shares worth $8.51M. The position accounts for 0.15% of the portfolio, ranked #140.

Evergreen Capital Management first reported a position in HOOD in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.9M in Q3 2025. 1,385 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

Evergreen Capital Management held 84,905 shares of Robinhood worth $8.51M as of Q2 2026.
Evergreen Capital Management bought 3,863 Robinhood shares in Q2 2026, an estimated $323K.
Robinhood made up 0.15% of Evergreen Capital Management's portfolio in Q2 2026, its #140 holding.
Evergreen Capital Management first reported a position in Robinhood in Q4 2021 and has held it in 19 quarters since.
Evergreen Capital Management's Robinhood position peaked at $12.9M in Q3 2025.
1,385 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.