LOWM
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Laurel Oak Wealth Management’s Robinhood HOOD Stock Holding History

Laurel Oak 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
Q2 		$249K Buy
+2,483
New +$208K 0.04% 318
2026
Q1 		– Sell
-2,829
Closed -$320K – 372
2025
Q4 		$320K Buy
+2,829
New +$368K 0.05% 256

Other funds holding HOOD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
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

Laurel Oak Wealth Management's HOOD Position: Q2 2026 in Review

Laurel Oak Wealth Management opened a new position in Robinhood (HOOD) in Q2 2026: 2,483 shares worth $249K. The stake represents 0.04% of the portfolio and ranks #318 among its holdings. This is a return to the name: Laurel Oak Wealth Management previously reported a position in HOOD as recently as Q4 2025.

Laurel Oak Wealth Management first reported a position in HOOD in Q4 2025 and has held it in 2 quarters since. The position peaked at $320K in Q4 2025. 1,379 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Laurel Oak Wealth Management held 2,483 shares of Robinhood worth $249K as of Q2 2026.
  • Robinhood was a new Laurel Oak Wealth Management position in Q2 2026.
  • Robinhood made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #318 holding.
  • Laurel Oak Wealth Management first reported a position in Robinhood in Q4 2025 and has held it in 2 quarters since.
  • Laurel Oak Wealth Management's Robinhood position peaked at $320K in Q4 2025.
  • 1,379 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.