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 Q2	$4.05M	Sell	40,350 -3,153	-7%	-$264K	0.03%	565
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

IVAV

Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return

Integrated Wealth Concepts's HOOD Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Robinhood (HOOD) stake by 7.2% in Q2 2026, selling an estimated $264K and leaving 40,350 shares worth $4.05M. The position accounts for 0.03% of the portfolio, ranked #565.

Integrated Wealth Concepts first reported a position in HOOD in Q2 2022 and has held it in 8 quarters since. The position peaked at $7.96M in Q3 2025. 1,387 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

Integrated Wealth Concepts held 40,350 shares of Robinhood worth $4.05M as of Q2 2026.
Integrated Wealth Concepts sold 3,153 Robinhood shares in Q2 2026, an estimated $264K.
Robinhood made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #565 holding.
Integrated Wealth Concepts first reported a position in Robinhood in Q2 2022 and has held it in 8 quarters since.
Integrated Wealth Concepts's Robinhood position peaked at $7.96M in Q3 2025.
1,387 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.