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SOA Wealth Advisors’s Robinhood HOOD Stock Holding History

SOA 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
Q1 		$42.8K Sell
618
-350
-36% -$30.7K 0.01% 400
2025
Q4 		$109K Buy
968
+100
+12% +$13K 0.02% 274
2025
Q3 		$124K Buy
868
+619
+249% +$67.5K 0.02% 267
2025
Q2 		$23.3K Buy
+249
New +$14.7K ﹤0.01% 481

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

SOA Wealth Advisors's HOOD Position: Q1 2026 in Review

SOA Wealth Advisors reduced its Robinhood (HOOD) stake by 36% in Q1 2026, selling an estimated $30.7K and leaving 618 shares worth $42.8K. The position accounts for 0.01% of the portfolio, ranked #400.

SOA Wealth Advisors first reported a position in HOOD in Q2 2025 and has held it in 4 quarters since. The position peaked at $124K in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • SOA Wealth Advisors held 618 shares of Robinhood worth $42.8K as of Q1 2026.
  • SOA Wealth Advisors sold 350 Robinhood shares in Q1 2026, an estimated $30.7K.
  • Robinhood made up 0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #400 holding.
  • SOA Wealth Advisors first reported a position in Robinhood in Q2 2025 and has held it in 4 quarters since.
  • SOA Wealth Advisors's Robinhood position peaked at $124K in Q3 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.