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Simplicity Wealth’s Robinhood HOOD Stock Holding History

Simplicity Wealth’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 		$1.01M Sell
14,505
-1,588
-10% -$139K 0.06% 294
2025
Q4 		$1.82M Sell
16,093
-2,284
-12% -$297K 0.11% 187
2025
Q3 		$2.63M Buy
18,377
+11,829
+181% +$1.29M 0.15% 148
2025
Q2 		$613K Sell
6,548
-47,246
-88% -$2.8M 0.03% 412
2025
Q1 		$2.24M Buy
+53,794
New +$2.56M 0.17% 140

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

Simplicity Wealth's HOOD Position: Q1 2026 in Review

Simplicity Wealth reduced its Robinhood (HOOD) stake by 9.9% in Q1 2026, selling an estimated $139K and leaving 14,505 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #294.

Simplicity Wealth first reported a position in HOOD in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.63M in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Simplicity Wealth held 14,505 shares of Robinhood worth $1.01M as of Q1 2026.
  • Simplicity Wealth sold 1,588 Robinhood shares in Q1 2026, an estimated $139K.
  • Robinhood made up 0.06% of Simplicity Wealth's portfolio in Q1 2026, its #294 holding.
  • Simplicity Wealth first reported a position in Robinhood in Q1 2025 and has held it in 5 quarters since.
  • Simplicity Wealth's Robinhood position peaked at $2.63M in Q3 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.