PWM
HOOD icon

Perigon Wealth Management’s Robinhood HOOD Stock Holding History

Perigon 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
2026
Q2 		$915K Sell
9,126
-9,654
-51% -$808K 0.01% 628
2026
Q1 		$1.3M Buy
18,780
+9,159
+95% +$804K 0.02% 458
2025
Q4 		$1.09M Sell
9,621
-453
-4% -$58.9K 0.02% 515
2025
Q3 		$1.44M Buy
10,074
+2,012
+25% +$219K 0.03% 419
2025
Q2 		$755K Buy
8,062
+2,463
+44% +$146K 0.02% 562
2025
Q1 		$233K Buy
+5,599
New +$266K 0.01% 906

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 $3.37T AUM 44.26% 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

Perigon Wealth Management's HOOD Position: Q2 2026 in Review

Perigon Wealth Management reduced its Robinhood (HOOD) stake by 51% in Q2 2026, selling an estimated $808K and leaving 9,126 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #628.

Perigon Wealth Management first reported a position in HOOD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.44M in Q3 2025. 1,385 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Perigon Wealth Management held 9,126 shares of Robinhood worth $915K as of Q2 2026.
  • Perigon Wealth Management sold 9,654 Robinhood shares in Q2 2026, an estimated $808K.
  • Robinhood made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #628 holding.
  • Perigon Wealth Management first reported a position in Robinhood in Q1 2025 and has held it in 6 quarters since.
  • Perigon Wealth Management's Robinhood position peaked at $1.44M in Q3 2025.
  • 1,385 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.