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Roxbury Financial’s Robinhood HOOD Stock Holding History

Roxbury Financial’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 		– Sell
-472
Closed -$53.4K – 399
2025
Q4 		$53.4K Buy
+472
New +$61.4K 0.05% 172
2025
Q3 		– Sell
-130
Closed -$12.2K – 371
2025
Q2 		$12.2K Buy
+130
New +$7.69K 0.01% 274

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Roxbury Financial's HOOD Position: Q1 2026 in Review

Roxbury Financial sold out of Robinhood (HOOD) in Q1 2026, closing a stake of 472 shares — an estimated $53.4K sold.

Roxbury Financial first reported a position in HOOD in Q2 2025 and held it in 2 quarters. The position peaked at $53.4K in Q4 2025. 1,271 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Roxbury Financial reported no remaining Robinhood position as of Q1 2026 after selling out during the quarter.
  • Roxbury Financial sold 472 Robinhood shares in Q1 2026, an estimated $53.4K.
  • Roxbury Financial first reported a position in Robinhood in Q2 2025 and held it in 2 quarters.
  • Roxbury Financial's Robinhood position peaked at $53.4K in Q4 2025.
  • 1,271 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Roxbury Financial's 13F filing for Q1 2026, filed 17 Apr 2026.