MAM
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Milestone Asset Management’s Robinhood HOOD Stock Holding History

Milestone Asset 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
Q1 		– Sell
-3,036
Closed -$343K – 241
2025
Q4 		$343K Buy
+3,036
New +$395K 0.06% 173

Other funds holding HOOD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Milestone Asset Management's HOOD Position: Q1 2026 in Review

Milestone Asset Management sold out of Robinhood (HOOD) in Q1 2026, closing a stake of 3,036 shares — an estimated $343K sold.

Milestone Asset Management first reported a position in HOOD in Q4 2025 and held it in 1 quarter. The position peaked at $343K in Q4 2025. 1,263 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Milestone Asset Management reported no remaining Robinhood position as of Q1 2026 after selling out during the quarter.
  • Milestone Asset Management sold 3,036 Robinhood shares in Q1 2026, an estimated $343K.
  • Milestone Asset Management first reported a position in Robinhood in Q4 2025 and held it in 1 quarter.
  • Milestone Asset Management's Robinhood position peaked at $343K in Q4 2025.
  • 1,263 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Milestone Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.