SageView Advisory Group’s Robinhood HOOD Stock Holding History

SageView Advisory 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 Q1	–	Sell	-2,486	Closed	-$281K	–	1383
2025 Q4	$281K	Buy	2,486 +402	+19%	+$52.3K	0.01%	504
2025 Q3	$298K	Buy	2,084 +182	+10%	+$19.8K	0.01%	517
2025 Q2	$203K	Sell	1,902 -3,278	-63%	-$194K	0.01%	601
2025 Q1	$216K	Sell	5,180 -1,514	-23%	-$72K	0.01%	553
2024 Q4	$249K	Buy	+6,694	New	+$216K	0.01%	505
2024 Q2	–	Sell	-4,191	Closed	-$267K	–	608
2024 Q1	$267K	Buy	+4,191	New	+$58.8K	0.01%	441

Other funds holding HOOD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's HOOD Position: Q1 2026 in Review

SageView Advisory Group sold out of Robinhood (HOOD) in Q1 2026, closing a stake of 2,486 shares — an estimated $281K sold.

SageView Advisory Group first reported a position in HOOD in Q1 2024 and held it in 6 quarters. The position peaked at $298K in Q3 2025. 1,272 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

SageView Advisory Group reported no remaining Robinhood position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 2,486 Robinhood shares in Q1 2026, an estimated $281K.
SageView Advisory Group first reported a position in Robinhood in Q1 2024 and held it in 6 quarters.
SageView Advisory Group's Robinhood position peaked at $298K in Q3 2025.
1,272 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.