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Root Financial Partners’s Robinhood HOOD Stock Holding History

Root Financial Partners’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 		$151K Sell
2,174
-229
-10% -$20.1K 0.01% 416
2025
Q4 		$272K Sell
2,403
-84
-3% -$10.9K 0.01% 244
2025
Q3 		$356K Buy
+2,487
New +$271K 0.02% 188

Other funds holding HOOD

BlackRock
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's HOOD Position: Q1 2026 in Review

Root Financial Partners reduced its Robinhood (HOOD) stake by 9.5% in Q1 2026, selling an estimated $20.1K and leaving 2,174 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #416.

Root Financial Partners first reported a position in HOOD in Q3 2025 and has held it in 3 quarters since. The position peaked at $356K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Root Financial Partners held 2,174 shares of Robinhood worth $151K as of Q1 2026.
  • Root Financial Partners sold 229 Robinhood shares in Q1 2026, an estimated $20.1K.
  • Robinhood made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #416 holding.
  • Root Financial Partners first reported a position in Robinhood in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Robinhood position peaked at $356K in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.