FP
HOOD icon

Fiduciary Planning’s Robinhood HOOD Stock Holding History

Fiduciary Planning’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 		$695K Buy
10,024
+2,931
+41% +$257K 0.21% 45
2025
Q4 		$802K Sell
7,093
-400
-5% -$52K 0.24% 42
2025
Q3 		$1.07M Sell
7,493
-1,900
-20% -$207K 0.33% 35
2025
Q2 		$879K Buy
9,393
+193
+2% +$11.4K 0.29% 40
2025
Q1 		$383K Hold
9,200
– – 0.13% 56
2024
Q4 		$343K Buy
+9,200
New +$297K 0.11% 59

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

Fiduciary Planning's HOOD Position: Q1 2026 in Review

Fiduciary Planning increased its Robinhood (HOOD) stake by 41% in Q1 2026, buying an estimated $257K and bringing the position to 10,024 shares worth $695K. The position accounts for 0.21% of the portfolio, ranked #45.

Fiduciary Planning first reported a position in HOOD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.07M in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Fiduciary Planning held 10,024 shares of Robinhood worth $695K as of Q1 2026.
  • Fiduciary Planning bought 2,931 Robinhood shares in Q1 2026, an estimated $257K.
  • Robinhood made up 0.21% of Fiduciary Planning's portfolio in Q1 2026, its #45 holding.
  • Fiduciary Planning first reported a position in Robinhood in Q4 2024 and has held it in 6 quarters since.
  • Fiduciary Planning's Robinhood position peaked at $1.07M in Q3 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.