WA
HOOD icon

Waverly Advisors’s Robinhood HOOD Stock Holding History

Waverly Advisors’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 		$1.8M Sell
17,971
-15,283
-46% -$1.28M 0.01% 721
2026
Q1 		$2.3M Buy
33,254
+11,722
+54% +$1.03M 0.02% 615
2025
Q4 		$2.44M Sell
21,532
-48
-0.2% -$6.24K 0.02% 553
2025
Q3 		$3.09M Sell
21,580
-10,039
-32% -$1.09M 0.03% 413
2025
Q2 		$2.96M Buy
31,619
+499
+2% +$29.5K 0.03% 405
2025
Q1 		$1.3M Buy
+31,120
New +$1.48M 0.02% 557

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 $3.38T AUM 44.17% 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

Waverly Advisors's HOOD Position: Q2 2026 in Review

Waverly Advisors reduced its Robinhood (HOOD) stake by 46% in Q2 2026, selling an estimated $1.28M and leaving 17,971 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #721.

Waverly Advisors first reported a position in HOOD in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.09M in Q3 2025. 1,391 funds tracked by Wall St. Rank hold HOOD as of Q2 2026.

  • Waverly Advisors held 17,971 shares of Robinhood worth $1.8M as of Q2 2026.
  • Waverly Advisors sold 15,283 Robinhood shares in Q2 2026, an estimated $1.28M.
  • Robinhood made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #721 holding.
  • Waverly Advisors first reported a position in Robinhood in Q1 2025 and has held it in 6 quarters since.
  • Waverly Advisors's Robinhood position peaked at $3.09M in Q3 2025.
  • 1,391 funds tracked by Wall St. Rank held Robinhood as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.