Forum Financial Management’s Robinhood HOOD Stock Holding History

Forum Financial Management’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	–	Sell	-18,183	Closed	-$2.06M	–	635
2025 Q4	$2.06M	Buy	18,183 +64	+0.4%	+$8.32K	0.03%	142
2025 Q3	$2.59M	Buy	18,119 +122	+0.7%	+$13.3K	0.04%	114
2025 Q2	$1.69M	Buy	17,997 +134	+0.8%	+$7.93K	0.03%	142
2025 Q1	$743K	Sell	17,863 -261	-1%	-$12.4K	0.01%	257
2024 Q4	$675K	Sell	18,124 -659	-4%	-$21.3K	0.01%	292
2024 Q3	$440K	Sell	18,783 -213	-1%	-$4.49K	0.01%	376
2024 Q2	$431K	Buy	18,996 +311	+2%	+$6.09K	0.01%	349
2024 Q1	$376K	Hold	18,685	–	–	0.01%	417
2023 Q4	$238K	Buy	+18,685	New	+$186K	﹤0.01%	565

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IVAV

Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's HOOD Position: Q1 2026 in Review

Forum Financial Management sold out of Robinhood (HOOD) in Q1 2026, closing a stake of 18,183 shares — an estimated $2.06M sold.

Forum Financial Management first reported a position in HOOD in Q4 2023 and held it in 9 quarters. The position peaked at $2.59M in Q3 2025. 1,270 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

Forum Financial Management reported no remaining Robinhood position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 18,183 Robinhood shares in Q1 2026, an estimated $2.06M.
Forum Financial Management first reported a position in Robinhood in Q4 2023 and held it in 9 quarters.
Forum Financial Management's Robinhood position peaked at $2.59M in Q3 2025.
1,270 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.