Unique Wealth Strategies’s Robinhood HOOD Stock Holding History

Unique Wealth Strategies’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	-5,908	Closed	-$846K	–	244
2025 Q3	$846K	Buy	+5,908	New	+$644K	0.33%	79
2025 Q2	–	Sell	-11,932	Closed	-$497K	–	217
2025 Q1	$497K	Buy	+11,932	New	+$567K	0.23%	137

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

Unique Wealth Strategies's HOOD Position: Q4 2025 in Review

Unique Wealth Strategies sold out of Robinhood (HOOD) in Q4 2025, closing a stake of 5,908 shares — an estimated $846K sold.

Unique Wealth Strategies first reported a position in HOOD in Q1 2025 and held it in 2 quarters. The position peaked at $846K in Q3 2025. 1,395 funds tracked by Wall St. Rank hold HOOD as of Q4 2025.

Unique Wealth Strategies reported no remaining Robinhood position as of Q4 2025 after selling out during the quarter.
Unique Wealth Strategies sold 5,908 Robinhood shares in Q4 2025, an estimated $846K.
Unique Wealth Strategies first reported a position in Robinhood in Q1 2025 and held it in 2 quarters.
Unique Wealth Strategies's Robinhood position peaked at $846K in Q3 2025.
1,395 funds tracked by Wall St. Rank held Robinhood as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.