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Lifeworks Advisors’s Robinhood HOOD Stock Holding History

Lifeworks 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
2026
Q2 		$869K Sell
8,663
-115
-1% -$9.63K 0.09% 145
2026
Q1 		$608K Buy
8,778
+3,253
+59% +$286K 0.08% 173
2025
Q4 		$625K Buy
+5,525
New +$719K 0.08% 188

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

Lifeworks Advisors's HOOD Position: Q2 2026 in Review

Lifeworks Advisors reduced its Robinhood (HOOD) stake by 1.3% in Q2 2026, selling an estimated $9.63K and leaving 8,663 shares worth $869K. The position accounts for 0.09% of the portfolio, ranked #145.

Lifeworks Advisors first reported a position in HOOD in Q4 2025 and has held it in 3 quarters since. 1,382 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Lifeworks Advisors held 8,663 shares of Robinhood worth $869K as of Q2 2026.
  • Lifeworks Advisors sold 115 Robinhood shares in Q2 2026, an estimated $9.63K.
  • Robinhood made up 0.09% of Lifeworks Advisors's portfolio in Q2 2026, its #145 holding.
  • Lifeworks Advisors first reported a position in Robinhood in Q4 2025 and has held it in 3 quarters since.
  • 1,382 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.