SAG
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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's HOOD Position: Q4 2025 in Review

SageView Advisory Group increased its Robinhood (HOOD) stake by 19% in Q4 2025, buying an estimated $52.3K and bringing the position to 2,486 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #504.

SageView Advisory Group first reported a position in HOOD in Q1 2024 and has held it in 6 quarters since. The position peaked at $298K in Q3 2025. 1,396 funds tracked by Wall St. Rank hold HOOD as of Q4 2025.

  • SageView Advisory Group held 2,486 shares of Robinhood worth $281K as of Q4 2025.
  • SageView Advisory Group bought 402 Robinhood shares in Q4 2025, an estimated $52.3K.
  • Robinhood made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #504 holding.
  • SageView Advisory Group first reported a position in Robinhood in Q1 2024 and has held it in 6 quarters since.
  • SageView Advisory Group's Robinhood position peaked at $298K in Q3 2025.
  • 1,396 funds tracked by Wall St. Rank held Robinhood as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.