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Heritage Oak Wealth Advisors’s Robinhood HOOD Stock Holding History

Heritage Oak 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
-2,321
Closed -$332K – 88
2025
Q3 		$332K Buy
+2,321
New +$253K 0.12% 59

Other funds holding HOOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heritage Oak Wealth Advisors's HOOD Position: Q4 2025 in Review

Heritage Oak Wealth Advisors sold out of Robinhood (HOOD) in Q4 2025, closing a stake of 2,321 shares — an estimated $332K sold.

Heritage Oak Wealth Advisors first reported a position in HOOD in Q3 2025 and held it in 1 quarter. The position peaked at $332K in Q3 2025. 1,398 funds tracked by Wall St. Rank hold HOOD as of Q4 2025.

  • Heritage Oak Wealth Advisors reported no remaining Robinhood position as of Q4 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 2,321 Robinhood shares in Q4 2025, an estimated $332K.
  • Heritage Oak Wealth Advisors first reported a position in Robinhood in Q3 2025 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Robinhood position peaked at $332K in Q3 2025.
  • 1,398 funds tracked by Wall St. Rank held Robinhood as of Q4 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.