Nvest Wealth Strategies’s Robinhood HOOD Stock Holding History

Nvest Wealth Strategies’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	$402	Hold	4	–	–	﹤0.01%	299
2026 Q1	$278	Buy	+4	New	+$351	﹤0.01%	357

Other funds holding HOOD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Nvest Wealth Strategies's HOOD Position: Q2 2026 in Review

Nvest Wealth Strategies held its Robinhood (HOOD) position steady in Q2 2026 at 4 shares worth $402. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Nvest Wealth Strategies first reported a position in HOOD in Q1 2026 and has held it in 2 quarters since. 768 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

Nvest Wealth Strategies held 4 shares of Robinhood worth $402 as of Q2 2026.
Nvest Wealth Strategies left its Robinhood share count unchanged in Q2 2026.
Robinhood made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #299 holding.
Nvest Wealth Strategies first reported a position in Robinhood in Q1 2026 and has held it in 2 quarters since.
768 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.