Integrated Wealth Concepts’s Robinhood HOOD Stock Holding History

Integrated Wealth Concepts’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	$3.01M	Buy	43,503 +24,903	+134%	+$2.19M	0.02%	605
2025 Q4	$2.1M	Sell	18,600 -37,023	-67%	-$4.81M	0.03%	518
2025 Q3	$7.96M	Buy	55,623 +20,341	+58%	+$2.22M	0.07%	269
2025 Q2	$3.3M	Buy	35,282 +16,502	+88%	+$977K	0.03%	462
2025 Q1	$782K	Buy	18,780 +7,245	+63%	+$344K	0.01%	939
2024 Q4	$430K	Buy	+11,535	New	+$372K	0.01%	1195
2022 Q3	–	Sell	-14,134	Closed	-$116K	–	978
2022 Q2	$116K	Buy	+14,134	New	+$138K	﹤0.01%	931

Other funds holding HOOD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Integrated Wealth Concepts's HOOD Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Robinhood (HOOD) stake by 134% in Q1 2026, buying an estimated $2.19M and bringing the position to 43,503 shares worth $3.01M. The position accounts for 0.02% of the portfolio, ranked #605.

Integrated Wealth Concepts first reported a position in HOOD in Q2 2022 and has held it in 7 quarters since. The position peaked at $7.96M in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

Integrated Wealth Concepts held 43,503 shares of Robinhood worth $3.01M as of Q1 2026.
Integrated Wealth Concepts bought 24,903 Robinhood shares in Q1 2026, an estimated $2.19M.
Robinhood made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #605 holding.
Integrated Wealth Concepts first reported a position in Robinhood in Q2 2022 and has held it in 7 quarters since.
Integrated Wealth Concepts's Robinhood position peaked at $7.96M in Q3 2025.
1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.