MWM
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Mindset Wealth Management’s Robinhood HOOD Stock Holding History

Mindset 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 		$306K Hold
3,050
– – 0.06% 135
2026
Q1 		$211K Buy
3,050
+200
+7% +$17.6K 0.06% 163
2025
Q4 		$322K Sell
2,850
-395
-12% -$51.4K 0.08% 119
2025
Q3 		$465K Buy
3,245
+515
+19% +$56.2K 0.13% 87
2025
Q2 		$256K Buy
+2,730
New +$162K 0.08% 128

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

Mindset Wealth Management's HOOD Position: Q2 2026 in Review

Mindset Wealth Management held its Robinhood (HOOD) position steady in Q2 2026 at 3,050 shares worth $306K. The position accounts for 0.06% of the portfolio, ranked #135.

Mindset Wealth Management first reported a position in HOOD in Q2 2025 and has held it in 5 quarters since. The position peaked at $465K in Q3 2025. 1,385 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Mindset Wealth Management held 3,050 shares of Robinhood worth $306K as of Q2 2026.
  • Mindset Wealth Management left its Robinhood share count unchanged in Q2 2026.
  • Robinhood made up 0.06% of Mindset Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Mindset Wealth Management first reported a position in Robinhood in Q2 2025 and has held it in 5 quarters since.
  • Mindset Wealth Management's Robinhood position peaked at $465K in Q3 2025.
  • 1,385 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.