UAG
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United Advisor Group’s Robinhood HOOD Stock Holding History

United Advisor Group’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 		$405K Buy
5,849
+42
+0.7% +$3.69K 0.05% 331
2025
Q4 		$657K Sell
5,807
-210
-3% -$27.3K 0.08% 238
2025
Q3 		$862K Buy
+6,017
New +$656K 0.12% 188
2025
Q1 		– Sell
-12,814
Closed -$477K – 365
2024
Q4 		$477K Sell
12,814
-44,506
-78% -$1.44M 0.09% 200
2024
Q3 		$1.34M Buy
+57,320
New +$1.21M 0.3% 83

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

United Advisor Group's HOOD Position: Q1 2026 in Review

United Advisor Group increased its Robinhood (HOOD) stake by 0.72% in Q1 2026, buying an estimated $3.69K and bringing the position to 5,849 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #331.

United Advisor Group first reported a position in HOOD in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.34M in Q3 2024. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • United Advisor Group held 5,849 shares of Robinhood worth $405K as of Q1 2026.
  • United Advisor Group bought 42 Robinhood shares in Q1 2026, an estimated $3.69K.
  • Robinhood made up 0.05% of United Advisor Group's portfolio in Q1 2026, its #331 holding.
  • United Advisor Group first reported a position in Robinhood in Q3 2024 and has held it in 5 quarters since.
  • United Advisor Group's Robinhood position peaked at $1.34M in Q3 2024.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.