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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
Q2 		$223K Buy
+2,227
New +$186K 0.02% 241
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return

Shepherd Financial Partners's HOOD Position: Q2 2026 in Review

Shepherd Financial Partners opened a new position in Robinhood (HOOD) in Q2 2026: 2,227 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #241 among its holdings. This is a return to the name: Shepherd Financial Partners previously reported a position in HOOD as recently as Q4 2025.

Shepherd Financial Partners first reported a position in HOOD in Q2 2025 and has held it in 4 quarters since. The position peaked at $315K in Q3 2025. 1,385 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Shepherd Financial Partners held 2,227 shares of Robinhood worth $223K as of Q2 2026.
  • Robinhood was a new Shepherd Financial Partners position in Q2 2026.
  • Robinhood made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #241 holding.
  • Shepherd Financial Partners first reported a position in Robinhood in Q2 2025 and has held it in 4 quarters since.
  • Shepherd Financial Partners's Robinhood position peaked at $315K in Q3 2025.
  • 1,385 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.