UAG
HOOD icon

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
Q2 		$548K Sell
5,464
-385
-7% -$32.2K 0.06% 299
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return

United Advisor Group's HOOD Position: Q2 2026 in Review

United Advisor Group reduced its Robinhood (HOOD) stake by 6.6% in Q2 2026, selling an estimated $32.2K and leaving 5,464 shares worth $548K. The position accounts for 0.06% of the portfolio, ranked #299.

United Advisor Group first reported a position in HOOD in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q3 2024. 1,385 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • United Advisor Group held 5,464 shares of Robinhood worth $548K as of Q2 2026.
  • United Advisor Group sold 385 Robinhood shares in Q2 2026, an estimated $32.2K.
  • Robinhood made up 0.06% of United Advisor Group's portfolio in Q2 2026, its #299 holding.
  • United Advisor Group first reported a position in Robinhood in Q3 2024 and has held it in 6 quarters since.
  • United Advisor Group's Robinhood position peaked at $1.34M in Q3 2024.
  • 1,385 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.