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Walser Wealth Management’s Robinhood HOOD Stock Holding History

Walser 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
Q2 		$1.12M Sell
11,211
-3,360
-23% -$281K 0.47% 53
2026
Q1 		$1.01M Buy
14,571
+4,552
+45% +$400K 0.45% 45
2025
Q4 		$1.13M Buy
+10,019
New +$1.3M 0.6% 23

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

Walser Wealth Management's HOOD Position: Q2 2026 in Review

Walser Wealth Management reduced its Robinhood (HOOD) stake by 23% in Q2 2026, selling an estimated $281K and leaving 11,211 shares worth $1.12M. The position accounts for 0.47% of the portfolio, ranked #53.

Walser Wealth Management first reported a position in HOOD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q4 2025. 1,375 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Walser Wealth Management held 11,211 shares of Robinhood worth $1.12M as of Q2 2026.
  • Walser Wealth Management sold 3,360 Robinhood shares in Q2 2026, an estimated $281K.
  • Robinhood made up 0.47% of Walser Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Walser Wealth Management first reported a position in Robinhood in Q4 2025 and has held it in 3 quarters since.
  • Walser Wealth Management's Robinhood position peaked at $1.13M in Q4 2025.
  • 1,375 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.