MWM
HOOD icon

Moran Wealth Management’s Robinhood HOOD Stock Holding History

Moran 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 		– Sell
-3,468
Closed -$392K – 515
2025
Q4 		$392K Sell
3,468
-858
-20% -$112K 0.01% 419
2025
Q3 		$619K Buy
4,326
+359
+9% +$39.1K 0.02% 385
2025
Q2 		$371K Buy
+3,967
New +$235K 0.01% 440

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

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

Moran Wealth Management sold out of Robinhood (HOOD) in Q1 2026, closing a stake of 3,468 shares — an estimated $392K sold.

Moran Wealth Management first reported a position in HOOD in Q2 2025 and held it in 3 quarters. The position peaked at $619K in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Moran Wealth Management reported no remaining Robinhood position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 3,468 Robinhood shares in Q1 2026, an estimated $392K.
  • Moran Wealth Management first reported a position in Robinhood in Q2 2025 and held it in 3 quarters.
  • Moran Wealth Management's Robinhood position peaked at $619K in Q3 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.