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Lord & Richards Wealth Management’s Robinhood HOOD Stock Holding History

Lord & Richards 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
2025
Q2 		– Sell
-35
Closed -$1.46K – 93
2025
Q1 		$1.46K Buy
+35
New +$1.66K ﹤0.01% 159

Other funds holding HOOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lord & Richards Wealth Management's HOOD Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Robinhood (HOOD) in Q2 2025, closing a stake of 35 shares — an estimated $1.46K sold.

Lord & Richards Wealth Management first reported a position in HOOD in Q1 2025 and held it in 1 quarter. The position peaked at $1.46K in Q1 2025. 1,065 funds tracked by Wall St. Rank hold HOOD as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Robinhood position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 35 Robinhood shares in Q2 2025, an estimated $1.46K.
  • Lord & Richards Wealth Management first reported a position in Robinhood in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Robinhood position peaked at $1.46K in Q1 2025.
  • 1,065 funds tracked by Wall St. Rank held Robinhood as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.