Triad Wealth Partners’s Robinhood HOOD Stock Holding History

Triad Wealth Partners’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
2025 Q4	–	Sell	-1,580	Closed	-$226K	–	468
2025 Q3	$226K	Buy	+1,580	New	+$172K	0.03%	346

Other funds holding HOOD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Triad Wealth Partners's HOOD Position: Q4 2025 in Review

Triad Wealth Partners sold out of Robinhood (HOOD) in Q4 2025, closing a stake of 1,580 shares — an estimated $226K sold.

Triad Wealth Partners first reported a position in HOOD in Q3 2025 and held it in 1 quarter. The position peaked at $226K in Q3 2025. 1,396 funds tracked by Wall St. Rank hold HOOD as of Q4 2025.

Triad Wealth Partners reported no remaining Robinhood position as of Q4 2025 after selling out during the quarter.
Triad Wealth Partners sold 1,580 Robinhood shares in Q4 2025, an estimated $226K.
Triad Wealth Partners first reported a position in Robinhood in Q3 2025 and held it in 1 quarter.
Triad Wealth Partners's Robinhood position peaked at $226K in Q3 2025.
1,396 funds tracked by Wall St. Rank held Robinhood as of Q4 2025.

Based on Triad Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.