SWM
HOOD icon

Shelton Wealth Management’s Robinhood HOOD Stock Holding History

Shelton Wealth Management’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 		$100K Buy
+1,000
New +$83.7K 0.04% 134
2026
Q1 		– Sell
-600
Closed -$67.9K – 155
2025
Q4 		$67.9K Buy
+600
New +$78K 0.03% 151

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Shelton Wealth Management's HOOD Position: Q2 2026 in Review

Shelton Wealth Management opened a new position in Robinhood (HOOD) in Q2 2026: 3,329 shares worth $334K. The stake represents 0.13% of the portfolio and ranks #106 among its holdings. This is a return to the name: Shelton Wealth Management previously reported a position in HOOD as recently as Q4 2025.

Shelton Wealth Management first reported a position in HOOD in Q3 2025 and has held it in 3 quarters since. 345 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Shelton Wealth Management held 3,329 shares of Robinhood worth $334K as of Q2 2026.
  • Robinhood was a new Shelton Wealth Management position in Q2 2026.
  • Robinhood made up 0.13% of Shelton Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Shelton Wealth Management first reported a position in Robinhood in Q3 2025 and has held it in 3 quarters since.
  • 345 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.