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Marshall & Sterling Wealth Advisors’s Robinhood HOOD Stock Holding History

Marshall & Sterling Wealth 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
2025
Q3 		– Sell
-109
Closed -$10.2K – 663
2025
Q2 		$10.2K Hold
109
– – 0.01% 324
2025
Q1 		$4.54K Buy
+109
New +$5.18K ﹤0.01% 488

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's HOOD Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Robinhood (HOOD) in Q3 2025, closing a stake of 109 shares — an estimated $10.2K sold.

Marshall & Sterling Wealth Advisors first reported a position in HOOD in Q1 2025 and held it in 2 quarters. The position peaked at $10.2K in Q2 2025. 1,306 funds tracked by Wall St. Rank hold HOOD as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Robinhood position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 109 Robinhood shares in Q3 2025, an estimated $10.2K.
  • Marshall & Sterling Wealth Advisors first reported a position in Robinhood in Q1 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Robinhood position peaked at $10.2K in Q2 2025.
  • 1,306 funds tracked by Wall St. Rank held Robinhood as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.