MWM
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Modern Wealth Management’s Robinhood HOOD Stock Holding History

Modern 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 		$337K Buy
3,362
+325
+11% +$27.2K ﹤0.01% 842
2026
Q1 		$213K Buy
3,037
+615
+25% +$54K ﹤0.01% 818
2025
Q4 		$274K Buy
2,422
+464
+24% +$60.3K 0.01% 710
2025
Q3 		$280K Sell
1,958
-459
-19% -$50.1K 0.01% 667
2025
Q2 		$226K Buy
+2,417
New +$143K 0.01% 709
2025
Q1 		– Sell
-5,900
Closed -$220K – 685
2024
Q4 		$220K Buy
+5,900
New +$191K 0.01% 539

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

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

Modern Wealth Management increased its Robinhood (HOOD) stake by 11% in Q2 2026, buying an estimated $27.2K and bringing the position to 3,362 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Modern Wealth Management first reported a position in HOOD in Q4 2024 and has held it in 6 quarters since. 1,385 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Modern Wealth Management held 3,362 shares of Robinhood worth $337K as of Q2 2026.
  • Modern Wealth Management bought 325 Robinhood shares in Q2 2026, an estimated $27.2K.
  • Robinhood made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #842 holding.
  • Modern Wealth Management first reported a position in Robinhood in Q4 2024 and has held it in 6 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.