Finivi Inc’s Robinhood HOOD Stock Holding History

Finivi Inc’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	$1.74M	Sell	17,354 -1,669	-9%	-$140K	0.89%	32
2026 Q1	$1.32M	Buy	19,023 +2,922	+18%	+$256K	0.72%	37
2025 Q4	$1.82M	Sell	16,101 -4,031	-20%	-$524K	1.05%	29
2025 Q3	$2.88M	Sell	20,132 -5,038	-20%	-$549K	1.84%	19
2025 Q2	$2.36M	Buy	25,170 +574	+2%	+$34K	1.6%	23
2025 Q1	$1.02M	Buy	24,596 +1,592	+7%	+$75.7K	0.82%	32
2024 Q4	$857K	Buy	+23,004	New	+$743K	0.69%	34

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

Finivi Inc's HOOD Position: Q2 2026 in Review

Finivi Inc reduced its Robinhood (HOOD) stake by 8.8% in Q2 2026, selling an estimated $140K and leaving 17,354 shares worth $1.74M. The position accounts for 0.89% of the portfolio, ranked #32.

Finivi Inc first reported a position in HOOD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.88M in Q3 2025. 1,356 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

Finivi Inc held 17,354 shares of Robinhood worth $1.74M as of Q2 2026.
Finivi Inc sold 1,669 Robinhood shares in Q2 2026, an estimated $140K.
Robinhood made up 0.89% of Finivi Inc's portfolio in Q2 2026, its #32 holding.
Finivi Inc first reported a position in Robinhood in Q4 2024 and has held it in 7 quarters since.
Finivi Inc's Robinhood position peaked at $2.88M in Q3 2025.
1,356 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.