NewEdge Wealth’s Robinhood HOOD Stock Holding History

NewEdge Wealth’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	$764K	Sell	11,026 -3,361	-23%	-$295K	0.01%	696
2025 Q4	$1.63M	Buy	14,387 +3,992	+38%	+$519K	0.02%	508
2025 Q3	$1.48M	Buy	10,395 +6,488	+166%	+$708K	0.02%	467
2025 Q2	$435K	Buy	+3,907	New	+$231K	0.01%	746
2025 Q1	–	Sell	-32,762	Closed	-$1.22M	–	965
2024 Q4	$1.22M	Buy	+32,762	New	+$1.06M	0.02%	445

Other funds holding HOOD

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Wealth's HOOD Position: Q1 2026 in Review

NewEdge Wealth reduced its Robinhood (HOOD) stake by 23% in Q1 2026, selling an estimated $295K and leaving 11,026 shares worth $764K. The position accounts for 0.01% of the portfolio, ranked #696.

NewEdge Wealth first reported a position in HOOD in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.63M in Q4 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

NewEdge Wealth held 11,026 shares of Robinhood worth $764K as of Q1 2026.
NewEdge Wealth sold 3,361 Robinhood shares in Q1 2026, an estimated $295K.
Robinhood made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #696 holding.
NewEdge Wealth first reported a position in Robinhood in Q4 2024 and has held it in 5 quarters since.
NewEdge Wealth's Robinhood position peaked at $1.63M in Q4 2025.
1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.