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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
Q2 		$1.43M Buy
14,238
+1,832
+15% +$153K 0.03% 494
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return

Mount Yale Investment Advisors's HOOD Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Robinhood (HOOD) stake by 15% in Q2 2026, buying an estimated $153K and bringing the position to 14,238 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #494.

Mount Yale Investment Advisors first reported a position in HOOD in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.56M in Q2 2025. 1,390 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Mount Yale Investment Advisors held 14,238 shares of Robinhood worth $1.43M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,832 Robinhood shares in Q2 2026, an estimated $153K.
  • Robinhood made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #494 holding.
  • Mount Yale Investment Advisors first reported a position in Robinhood in Q4 2024 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's Robinhood position peaked at $1.56M in Q2 2025.
  • 1,390 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.