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Walled Lake Planning & Wealth Management’s Robinhood HOOD Stock Holding History

Walled Lake Planning & Wealth Management’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 		– Sell
-2,758
Closed -$312K – 143
2025
Q4 		$312K Buy
2,758
+343
+14% +$44.6K 0.1% 102
2025
Q3 		$346K Buy
+2,415
New +$263K 0.11% 97

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Walled Lake Planning & Wealth Management's HOOD Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management sold out of Robinhood (HOOD) in Q1 2026, closing a stake of 2,758 shares — an estimated $312K sold.

Walled Lake Planning & Wealth Management first reported a position in HOOD in Q3 2025 and held it in 2 quarters. The position peaked at $346K in Q3 2025. 1,270 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Walled Lake Planning & Wealth Management reported no remaining Robinhood position as of Q1 2026 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 2,758 Robinhood shares in Q1 2026, an estimated $312K.
  • Walled Lake Planning & Wealth Management first reported a position in Robinhood in Q3 2025 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Robinhood position peaked at $346K in Q3 2025.
  • 1,270 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.