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Napa Wealth Management’s Robinhood HOOD Stock Holding History

Napa 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
2025
Q3 		$377K Buy
+2,631
New +$287K 0.18% 110
2025
Q1 		– Sell
-26,467
Closed -$986K – 181
2024
Q4 		$986K Buy
+26,467
New +$855K 0.43% 67

Other funds holding HOOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Napa Wealth Management's HOOD Position: Q3 2025 in Review

Napa Wealth Management opened a new position in Robinhood (HOOD) in Q3 2025: 2,631 shares worth $377K. The stake represents 0.18% of the portfolio and ranks #110 among its holdings. This is a return to the name: Napa Wealth Management previously reported a position in HOOD as recently as Q4 2024.

Napa Wealth Management first reported a position in HOOD in Q4 2024 and has held it in 2 quarters since. The position peaked at $986K in Q4 2024. 1,302 funds tracked by Wall St. Rank hold HOOD as of Q3 2025.

  • Napa Wealth Management held 2,631 shares of Robinhood worth $377K as of Q3 2025.
  • Robinhood was a new Napa Wealth Management position in Q3 2025.
  • Robinhood made up 0.18% of Napa Wealth Management's portfolio in Q3 2025, its #110 holding.
  • Napa Wealth Management first reported a position in Robinhood in Q4 2024 and has held it in 2 quarters since.
  • Napa Wealth Management's Robinhood position peaked at $986K in Q4 2024.
  • 1,302 funds tracked by Wall St. Rank held Robinhood as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.