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Summit Trail Advisors’s Robinhood HOOD Stock Holding History

Summit Trail 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 		$2.12M Buy
30,614
+8,113
+36% +$712K 0.03% 481
2025
Q4 		$2.54M Buy
22,501
+3,519
+19% +$458K 0.04% 292
2025
Q3 		$2.72M Buy
18,982
+3,750
+25% +$409K 0.04% 289
2025
Q2 		$1.43M Buy
+15,232
New +$901K 0.02% 354

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

Summit Trail Advisors's HOOD Position: Q1 2026 in Review

Summit Trail Advisors increased its Robinhood (HOOD) stake by 36% in Q1 2026, buying an estimated $712K and bringing the position to 30,614 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #481.

Summit Trail Advisors first reported a position in HOOD in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.72M in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Summit Trail Advisors held 30,614 shares of Robinhood worth $2.12M as of Q1 2026.
  • Summit Trail Advisors bought 8,113 Robinhood shares in Q1 2026, an estimated $712K.
  • Robinhood made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #481 holding.
  • Summit Trail Advisors first reported a position in Robinhood in Q2 2025 and has held it in 4 quarters since.
  • Summit Trail Advisors's Robinhood position peaked at $2.72M in Q3 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.