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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
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 $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

Mindset Wealth Management's HOOD Position: Q1 2026 in Review

Mindset Wealth Management increased its Robinhood (HOOD) stake by 7% in Q1 2026, buying an estimated $17.6K and bringing the position to 3,050 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #163.

Mindset Wealth Management first reported a position in HOOD in Q2 2025 and has held it in 4 quarters since. The position peaked at $465K in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Mindset Wealth Management held 3,050 shares of Robinhood worth $211K as of Q1 2026.
  • Mindset Wealth Management bought 200 Robinhood shares in Q1 2026, an estimated $17.6K.
  • Robinhood made up 0.06% of Mindset Wealth Management's portfolio in Q1 2026, its #163 holding.
  • Mindset Wealth Management first reported a position in Robinhood in Q2 2025 and has held it in 4 quarters since.
  • Mindset Wealth Management's Robinhood position peaked at $465K in Q3 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.