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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
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 $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

Waverly Advisors's HOOD Position: Q1 2026 in Review

Waverly Advisors increased its Robinhood (HOOD) stake by 54% in Q1 2026, buying an estimated $1.03M and bringing the position to 33,254 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #615.

Waverly Advisors first reported a position in HOOD in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.09M in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Waverly Advisors held 33,254 shares of Robinhood worth $2.3M as of Q1 2026.
  • Waverly Advisors bought 11,722 Robinhood shares in Q1 2026, an estimated $1.03M.
  • Robinhood made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #615 holding.
  • Waverly Advisors first reported a position in Robinhood in Q1 2025 and has held it in 5 quarters since.
  • Waverly Advisors's Robinhood position peaked at $3.09M in Q3 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.