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Everhart Financial Group’s Robinhood HOOD Stock Holding History

Everhart Financial Group’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
Q3 		$652K Buy
5,796
+1,075
+23% +$114K 0.04% 243
2026
Q2 		$473K Buy
4,721
+1,309
+38% +$110K 0.03% 287
2026
Q1 		$236K Buy
3,412
+1,180
+53% +$104K 0.02% 413
2025
Q4 		$252K Buy
2,232
+483
+28% +$62.8K 0.02% 363
2025
Q3 		$250K Buy
+1,749
New +$191K 0.03% 339

Other funds holding HOOD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIC
Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return

Everhart Financial Group's HOOD Position: Q3 2026 in Review

Everhart Financial Group increased its Robinhood (HOOD) stake by 23% in Q3 2026, buying an estimated $114K and bringing the position to 5,796 shares worth $652K. The position accounts for 0.04% of the portfolio, ranked #243.

Everhart Financial Group first reported a position in HOOD in Q3 2025 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold HOOD as of Q3 2026.

  • Everhart Financial Group held 5,796 shares of Robinhood worth $652K as of Q3 2026.
  • Everhart Financial Group bought 1,075 Robinhood shares in Q3 2026, an estimated $114K.
  • Robinhood made up 0.04% of Everhart Financial Group's portfolio in Q3 2026, its #243 holding.
  • Everhart Financial Group first reported a position in Robinhood in Q3 2025 and has held it in 5 quarters since.
  • 61 funds tracked by Wall St. Rank held Robinhood as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.