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Private Wealth Management Group’s Robinhood HOOD Stock Holding History

Private Wealth Management Group’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 		$22.7K Hold
226
– – 0.01% 358
2026
Q1 		$15.7K Hold
226
– – ﹤0.01% 392
2025
Q4 		$25.6K Sell
226
-12
-5% -$1.56K 0.01% 276
2025
Q3 		$34.1K Sell
238
-47
-16% -$5.13K 0.01% 236
2025
Q2 		$26.7K Sell
285
-8
-3% -$473 0.01% 250
2025
Q1 		$12.2K Sell
293
-15
-5% -$713 ﹤0.01% 410
2024
Q4 		$11.5K Buy
308
+15
+5% +$484 ﹤0.01% 428
2024
Q3 		$6.86K Sell
293
-30
-9% -$632 ﹤0.01% 598
2024
Q2 		$7.34K Buy
323
+193
+148% +$3.78K ﹤0.01% 551
2024
Q1 		$2.62K Buy
130
+85
+189% +$1.19K ﹤0.01% 856
2023
Q4 		$574 Buy
+45
New +$447 ﹤0.01% 1438

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

Private Wealth Management Group's HOOD Position: Q2 2026 in Review

Private Wealth Management Group held its Robinhood (HOOD) position steady in Q2 2026 at 226 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #358.

Private Wealth Management Group first reported a position in HOOD in Q4 2023 and has held it in 11 quarters since. The position peaked at $34.1K in Q3 2025. 1,382 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Private Wealth Management Group held 226 shares of Robinhood worth $22.7K as of Q2 2026.
  • Private Wealth Management Group left its Robinhood share count unchanged in Q2 2026.
  • Robinhood made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #358 holding.
  • Private Wealth Management Group first reported a position in Robinhood in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Robinhood position peaked at $34.1K in Q3 2025.
  • 1,382 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.