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Mosley Wealth Management’s Robinhood HOOD Stock Holding History

Mosley 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 		$224K Sell
2,232
-12,299
-85% -$1.03M 0.07% 147
2026
Q1 		$2.08M Buy
14,531
+158
+1% +$13.9K 0.94% 24
2025
Q4 		$2.17M Buy
+14,373
New +$1.87M 0.99% 24

Other funds holding HOOD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Mosley Wealth Management reduced its Robinhood (HOOD) stake by 85% in Q2 2026, selling an estimated $1.03M and leaving 2,232 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #147.

Mosley Wealth Management first reported a position in HOOD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.17M in Q4 2025. 756 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Mosley Wealth Management held 2,232 shares of Robinhood worth $224K as of Q2 2026.
  • Mosley Wealth Management sold 12,299 Robinhood shares in Q2 2026, an estimated $1.03M.
  • Robinhood made up 0.07% of Mosley Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Mosley Wealth Management first reported a position in Robinhood in Q4 2025 and has held it in 3 quarters since.
  • Mosley Wealth Management's Robinhood position peaked at $2.17M in Q4 2025.
  • 756 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.