High Point Wealth Management
HOOD icon

High Point Wealth Management’s Robinhood HOOD Stock Holding History

High Point Wealth 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
Q3 		$521K Sell
4,628
-270
-6% -$28.7K 0.41% 59
2026
Q2 		$491K Sell
4,898
-1,050
-18% -$87.9K 0.4% 59
2026
Q1 		$412K Sell
5,948
-2,202
-27% -$193K 0.4% 60
2025
Q4 		$922K Buy
+8,150
New +$1.06M 0.87% 30

Other funds holding HOOD

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

High Point Wealth Management's HOOD Position: Q3 2026 in Review

High Point Wealth Management reduced its Robinhood (HOOD) stake by 5.5% in Q3 2026, selling an estimated $28.7K and leaving 4,628 shares worth $521K. The position accounts for 0.41% of the portfolio, ranked #59.

High Point Wealth Management first reported a position in HOOD in Q4 2025 and has held it in 4 quarters since. The position peaked at $922K in Q4 2025. 913 funds tracked by Wall St. Rank hold HOOD as of Q3 2026.

  • High Point Wealth Management held 4,628 shares of Robinhood worth $521K as of Q3 2026.
  • High Point Wealth Management sold 270 Robinhood shares in Q3 2026, an estimated $28.7K.
  • Robinhood made up 0.41% of High Point Wealth Management's portfolio in Q3 2026, its #59 holding.
  • High Point Wealth Management first reported a position in Robinhood in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Robinhood position peaked at $922K in Q4 2025.
  • 913 funds tracked by Wall St. Rank held Robinhood as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.