Heartwood Wealth Advisors’s Robinhood HOOD Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-27	Closed	-$3.87K	–	380
2025 Q3	$3.87K	Buy	+27	New	+$2.94K	﹤0.01%	434

Other funds holding HOOD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's HOOD Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Robinhood (HOOD) in Q4 2025, closing a stake of 27 shares — an estimated $3.87K sold.

Heartwood Wealth Advisors first reported a position in HOOD in Q3 2025 and held it in 1 quarter. The position peaked at $3.87K in Q3 2025. 1,398 funds tracked by Wall St. Rank hold HOOD as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Robinhood position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 27 Robinhood shares in Q4 2025, an estimated $3.87K.
Heartwood Wealth Advisors first reported a position in Robinhood in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Robinhood position peaked at $3.87K in Q3 2025.
1,398 funds tracked by Wall St. Rank held Robinhood as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.