VWM
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Valley Wealth Managers’s Robinhood HOOD Stock Holding History

Valley Wealth Managers’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 		$1.18M Sell
17,086
-716
-4% -$62.9K 0.08% 129
2025
Q4 		$2.01M Buy
17,802
+1,741
+11% +$226K 0.13% 117
2025
Q3 		$2.3M Buy
+16,061
New +$1.75M 0.15% 110

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

Valley Wealth Managers's HOOD Position: Q1 2026 in Review

Valley Wealth Managers reduced its Robinhood (HOOD) stake by 4% in Q1 2026, selling an estimated $62.9K and leaving 17,086 shares worth $1.18M. The position accounts for 0.08% of the portfolio, ranked #129.

Valley Wealth Managers first reported a position in HOOD in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.3M in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Valley Wealth Managers held 17,086 shares of Robinhood worth $1.18M as of Q1 2026.
  • Valley Wealth Managers sold 716 Robinhood shares in Q1 2026, an estimated $62.9K.
  • Robinhood made up 0.08% of Valley Wealth Managers's portfolio in Q1 2026, its #129 holding.
  • Valley Wealth Managers first reported a position in Robinhood in Q3 2025 and has held it in 3 quarters since.
  • Valley Wealth Managers's Robinhood position peaked at $2.3M in Q3 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.