Icon Wealth Advisors’s Robinhood HOOD Stock Holding History

Icon 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	-1,519	Closed	-$217K	–	460
2025 Q3	$217K	Sell	1,519 -562	-27%	-$61.3K	0.01%	359
2025 Q2	$195K	Buy	+2,081	New	+$123K	0.01%	371

Other funds holding HOOD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IVAV

Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Icon Wealth Advisors sold out of Robinhood (HOOD) in Q4 2025, closing a stake of 1,519 shares — an estimated $217K sold.

Icon Wealth Advisors first reported a position in HOOD in Q2 2025 and held it in 2 quarters. The position peaked at $217K in Q3 2025. 1,395 funds tracked by Wall St. Rank hold HOOD as of Q4 2025.

Icon Wealth Advisors reported no remaining Robinhood position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 1,519 Robinhood shares in Q4 2025, an estimated $217K.
Icon Wealth Advisors first reported a position in Robinhood in Q2 2025 and held it in 2 quarters.
Icon Wealth Advisors's Robinhood position peaked at $217K in Q3 2025.
1,395 funds tracked by Wall St. Rank held Robinhood as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.