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Phillips Financial Management’s Robinhood HOOD Stock Holding History

Phillips Financial 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
Q4 		– Sell
-1,628
Closed -$233K – 313
2025
Q3 		$233K Buy
+1,628
New +$178K 0.02% 194

Other funds holding HOOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Phillips Financial Management's HOOD Position: Q4 2025 in Review

Phillips Financial Management sold out of Robinhood (HOOD) in Q4 2025, closing a stake of 1,628 shares — an estimated $233K sold.

Phillips Financial Management first reported a position in HOOD in Q3 2025 and held it in 1 quarter. The position peaked at $233K in Q3 2025. 1,398 funds tracked by Wall St. Rank hold HOOD as of Q4 2025.

  • Phillips Financial Management reported no remaining Robinhood position as of Q4 2025 after selling out during the quarter.
  • Phillips Financial Management sold 1,628 Robinhood shares in Q4 2025, an estimated $233K.
  • Phillips Financial Management first reported a position in Robinhood in Q3 2025 and held it in 1 quarter.
  • Phillips Financial Management's Robinhood position peaked at $233K in Q3 2025.
  • 1,398 funds tracked by Wall St. Rank held Robinhood as of Q4 2025.

Based on Phillips Financial Management's 13F filing for Q4 2025, filed 26 Jan 2026.