MYIA
HOOD icon

Mount Yale Investment Advisors’s Robinhood HOOD Stock Holding History

Mount Yale 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 		$860K Buy
+12,406
New +$1.09M 0.02% 562
2025
Q3 		– Sell
-16,705
Closed -$1.56M – 1075
2025
Q2 		$1.56M Sell
16,705
-1,444
-8% -$85.5K 0.12% 147
2025
Q1 		$755K Buy
18,149
+11,769
+184% +$560K 0.06% 244
2024
Q4 		$238K Buy
+6,380
New +$206K 0.02% 498

Other funds holding HOOD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's HOOD Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Robinhood (HOOD) in Q1 2026: 12,406 shares worth $860K. The stake represents 0.02% of the portfolio and ranks #562 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in HOOD as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in HOOD in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.56M in Q2 2025. 1,266 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Mount Yale Investment Advisors held 12,406 shares of Robinhood worth $860K as of Q1 2026.
  • Robinhood was a new Mount Yale Investment Advisors position in Q1 2026.
  • Robinhood made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #562 holding.
  • Mount Yale Investment Advisors first reported a position in Robinhood in Q4 2024 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Robinhood position peaked at $1.56M in Q2 2025.
  • 1,266 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.