EverSource Wealth Advisors’s Robinhood HOOD Stock Holding History

EverSource Wealth Advisors’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	$6.23M	Buy	89,840 +1,526	+2%	+$134K	0.19%	96
2025 Q4	$9.99M	Sell	88,314 -2,342	-3%	-$305K	0.37%	62
2025 Q3	$13M	Buy	90,656 +670	+0.7%	+$73.1K	0.51%	46
2025 Q2	$8.43M	Buy	89,986 +87,471	+3,478%	+$5.18M	0.38%	65
2025 Q1	$105K	Buy	2,515 +1,108	+79%	+$52.7K	0.01%	891
2024 Q4	$52.4K	Buy	1,407 +899	+177%	+$29K	﹤0.01%	1168
2024 Q3	$11.9K	Sell	508 -122	-19%	-$2.57K	﹤0.01%	1761
2024 Q2	$13K	Buy	630 +69	+12%	+$1.35K	﹤0.01%	1722
2024 Q1	$9.25K	Sell	561 -1,239	-69%	-$17.4K	﹤0.01%	1730
2023 Q4	$22.9K	Hold	1,800	–	–	﹤0.01%	1176
2023 Q3	$17.7K	Hold	1,800	–	–	﹤0.01%	1173
2023 Q2	$18K	Hold	1,800	–	–	﹤0.01%	1200
2023 Q1	$17.5K	Sell	1,800 -125	-6%	-$1.19K	﹤0.01%	1131
2022 Q4	$15.7K	Buy	1,925 +325	+20%	+$3.19K	﹤0.01%	1152
2022 Q3	$16K	Hold	1,600	–	–	﹤0.01%	978
2022 Q2	$13K	Hold	1,600	–	–	﹤0.01%	962
2022 Q1	$22K	Buy	1,600 +1,000	+167%	+$13.4K	0.01%	661
2021 Q4	$11K	Buy	+600	New	+$18.5K	﹤0.01%	923

Other funds holding HOOD

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

EverSource Wealth Advisors's HOOD Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Robinhood (HOOD) stake by 1.7% in Q1 2026, buying an estimated $134K and bringing the position to 89,840 shares worth $6.23M. The position accounts for 0.19% of the portfolio, ranked #96.

EverSource Wealth Advisors first reported a position in HOOD in Q4 2021 and has held it in 18 quarters since. The position peaked at $13M in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

EverSource Wealth Advisors held 89,840 shares of Robinhood worth $6.23M as of Q1 2026.
EverSource Wealth Advisors bought 1,526 Robinhood shares in Q1 2026, an estimated $134K.
Robinhood made up 0.19% of EverSource Wealth Advisors's portfolio in Q1 2026, its #96 holding.
EverSource Wealth Advisors first reported a position in Robinhood in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's Robinhood position peaked at $13M in Q3 2025.
1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.