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Rooted Wealth Advisors’s Robinhood HOOD Stock Holding History

Rooted Wealth Advisors’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 		$841K Buy
8,384
+5,167
+161% +$433K 0.21% 72
2026
Q1 		$294K Buy
+3,217
New +$282K 0.08% 120

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

Rooted Wealth Advisors's HOOD Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Robinhood (HOOD) stake by 161% in Q2 2026, buying an estimated $433K and bringing the position to 8,384 shares worth $841K. The position accounts for 0.21% of the portfolio, ranked #72.

Rooted Wealth Advisors first reported a position in HOOD in Q1 2026 and has held it in 2 quarters since. 1,383 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Rooted Wealth Advisors held 8,384 shares of Robinhood worth $841K as of Q2 2026.
  • Rooted Wealth Advisors bought 5,167 Robinhood shares in Q2 2026, an estimated $433K.
  • Robinhood made up 0.21% of Rooted Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Rooted Wealth Advisors first reported a position in Robinhood in Q1 2026 and has held it in 2 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.