SWA
HOOD icon

Sax Wealth Advisors’s Robinhood HOOD Stock Holding History

Sax 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 		$274K Sell
3,957
-41
-1% -$3.43K 0.01% 464
2026
Q1 		$452K Sell
3,998
-2,300
-37% -$202K 0.02% 304
2025
Q4 		$712K Buy
6,298
+2,459
+64% +$320K 0.03% 240
2025
Q3 		$550K Buy
3,839
+70
+2% +$7.63K 0.03% 258
2025
Q2 		$353K Buy
+3,769
New +$223K 0.02% 311

Other funds holding HOOD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Sax Wealth Advisors reduced its Robinhood (HOOD) stake by 1% in Q2 2026, selling an estimated $3.43K and leaving 3,957 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #464.

Sax Wealth Advisors first reported a position in HOOD in Q2 2025 and has held it in 5 quarters since. The position peaked at $712K in Q4 2025. 258 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Sax Wealth Advisors held 3,957 shares of Robinhood worth $274K as of Q2 2026.
  • Sax Wealth Advisors sold 41 Robinhood shares in Q2 2026, an estimated $3.43K.
  • Robinhood made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #464 holding.
  • Sax Wealth Advisors first reported a position in Robinhood in Q2 2025 and has held it in 5 quarters since.
  • Sax Wealth Advisors's Robinhood position peaked at $712K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.