EFG
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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
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

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

Everhart Financial Group's HOOD Position: Q2 2026 in Review

Everhart Financial Group increased its Robinhood (HOOD) stake by 38% in Q2 2026, buying an estimated $110K and bringing the position to 4,721 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #287.

Everhart Financial Group first reported a position in HOOD in Q3 2025 and has held it in 4 quarters since. 1,382 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Everhart Financial Group held 4,721 shares of Robinhood worth $473K as of Q2 2026.
  • Everhart Financial Group bought 1,309 Robinhood shares in Q2 2026, an estimated $110K.
  • Robinhood made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #287 holding.
  • Everhart Financial Group first reported a position in Robinhood in Q3 2025 and has held it in 4 quarters since.
  • 1,382 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.