Moneta Group Investment Advisors’s Robinhood HOOD Stock Holding History

Moneta Group Investment Advisors’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	$220K	Sell	3,171 -1,050	-25%	-$92.2K	﹤0.01%	736
2025 Q4	$477K	Buy	4,221 +1,606	+61%	+$209K	﹤0.01%	510
2025 Q3	$374K	Buy	2,615 +323	+14%	+$35.2K	﹤0.01%	565
2025 Q2	$215K	Sell	2,292 -2,609	-53%	-$154K	﹤0.01%	656
2025 Q1	$204K	Buy	+4,901	New	+$233K	﹤0.01%	630
2024 Q3	–	Sell	-9,032	Closed	-$205K	–	657
2024 Q2	$205K	Buy	+9,032	New	+$177K	﹤0.01%	573

Other funds holding HOOD

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's HOOD Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Robinhood (HOOD) stake by 25% in Q1 2026, selling an estimated $92.2K and leaving 3,171 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Moneta Group Investment Advisors first reported a position in HOOD in Q2 2024 and has held it in 6 quarters since. The position peaked at $477K in Q4 2025. 1,263 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

Moneta Group Investment Advisors held 3,171 shares of Robinhood worth $220K as of Q1 2026.
Moneta Group Investment Advisors sold 1,050 Robinhood shares in Q1 2026, an estimated $92.2K.
Robinhood made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #736 holding.
Moneta Group Investment Advisors first reported a position in Robinhood in Q2 2024 and has held it in 6 quarters since.
Moneta Group Investment Advisors's Robinhood position peaked at $477K in Q4 2025.
1,263 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.