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
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 $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

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

Modern Wealth Management increased its Robinhood (HOOD) stake by 25% in Q1 2026, buying an estimated $54K and bringing the position to 3,037 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Modern Wealth Management first reported a position in HOOD in Q4 2024 and has held it in 5 quarters since. The position peaked at $280K in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Modern Wealth Management held 3,037 shares of Robinhood worth $213K as of Q1 2026.
  • Modern Wealth Management bought 615 Robinhood shares in Q1 2026, an estimated $54K.
  • Robinhood made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #818 holding.
  • Modern Wealth Management first reported a position in Robinhood in Q4 2024 and has held it in 5 quarters since.
  • Modern Wealth Management's Robinhood position peaked at $280K in Q3 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.