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Surience Private Wealth’s Robinhood HOOD Stock Holding History

Surience Private 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 		$1.49M Buy
+21,538
New +$1.89M 1.6% 20
2025
Q4 		– Sell
-11,578
Closed -$1.66M – 38
2025
Q3 		$1.66M Sell
11,578
-31,361
-73% -$3.42M 1.52% 18
2025
Q2 		$4.02M Buy
+42,939
New +$2.54M 3.78% 9

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

Surience Private Wealth's HOOD Position: Q1 2026 in Review

Surience Private Wealth opened a new position in Robinhood (HOOD) in Q1 2026: 21,538 shares worth $1.49M. The stake represents 1.6% of the portfolio and ranks #20 among its holdings. This is a return to the name: Surience Private Wealth previously reported a position in HOOD as recently as Q3 2025.

Surience Private Wealth first reported a position in HOOD in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.02M in Q2 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Surience Private Wealth held 21,538 shares of Robinhood worth $1.49M as of Q1 2026.
  • Robinhood was a new Surience Private Wealth position in Q1 2026.
  • Robinhood made up 1.6% of Surience Private Wealth's portfolio in Q1 2026, its #20 holding.
  • Surience Private Wealth first reported a position in Robinhood in Q2 2025 and has held it in 3 quarters since.
  • Surience Private Wealth's Robinhood position peaked at $4.02M in Q2 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.