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Shepherd Financial Partners’s Robinhood HOOD Stock Holding History

Shepherd Financial Partners’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
-2,200
Closed -$249K – 243
2025
Q4 		$249K Hold
2,200
– – 0.02% 216
2025
Q3 		$315K Hold
2,200
– – 0.03% 199
2025
Q2 		$206K Buy
+2,200
New +$130K 0.02% 234

Other funds holding HOOD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Shepherd Financial Partners's HOOD Position: Q1 2026 in Review

Shepherd Financial Partners sold out of Robinhood (HOOD) in Q1 2026, closing a stake of 2,200 shares — an estimated $249K sold.

Shepherd Financial Partners first reported a position in HOOD in Q2 2025 and held it in 3 quarters. The position peaked at $315K in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Shepherd Financial Partners reported no remaining Robinhood position as of Q1 2026 after selling out during the quarter.
  • Shepherd Financial Partners sold 2,200 Robinhood shares in Q1 2026, an estimated $249K.
  • Shepherd Financial Partners first reported a position in Robinhood in Q2 2025 and held it in 3 quarters.
  • Shepherd Financial Partners's Robinhood position peaked at $315K in Q3 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.