Summit Wealth Group (Colorado)
HOOD icon

Summit Wealth Group (Colorado)’s Robinhood HOOD Stock Holding History

Summit Wealth Group (Colorado)’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
Q3 		$389K Buy
3,454
+1,356
+65% +$144K 0.02% 303
2026
Q2 		$210K Buy
+2,098
New +$176K 0.02% 380

Other funds holding HOOD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Summit Wealth Group (Colorado)'s HOOD Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Robinhood (HOOD) stake by 65% in Q3 2026, buying an estimated $144K and bringing the position to 3,454 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #303.

Summit Wealth Group (Colorado) first reported a position in HOOD in Q2 2026 and has held it in 2 quarters since. 1,220 funds tracked by Wall St. Rank hold HOOD as of Q3 2026.

  • Summit Wealth Group (Colorado) held 3,454 shares of Robinhood worth $389K as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 1,356 Robinhood shares in Q3 2026, an estimated $144K.
  • Robinhood made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #303 holding.
  • Summit Wealth Group (Colorado) first reported a position in Robinhood in Q2 2026 and has held it in 2 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Robinhood as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.