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WCG Wealth Advisors’s Robinhood HOOD Stock Holding History

WCG Wealth 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 		$7.75M Buy
111,866
+48,256
+76% +$4.24M 0.22% 111
2025
Q4 		$7.19M Buy
+63,610
New +$8.27M 0.2% 113

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

WCG Wealth Advisors's HOOD Position: Q1 2026 in Review

WCG Wealth Advisors increased its Robinhood (HOOD) stake by 76% in Q1 2026, buying an estimated $4.24M and bringing the position to 111,866 shares worth $7.75M. The position accounts for 0.22% of the portfolio, ranked #111.

WCG Wealth Advisors first reported a position in HOOD in Q4 2025 and has held it in 2 quarters since. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • WCG Wealth Advisors held 111,866 shares of Robinhood worth $7.75M as of Q1 2026.
  • WCG Wealth Advisors bought 48,256 Robinhood shares in Q1 2026, an estimated $4.24M.
  • Robinhood made up 0.22% of WCG Wealth Advisors's portfolio in Q1 2026, its #111 holding.
  • WCG Wealth Advisors first reported a position in Robinhood in Q4 2025 and has held it in 2 quarters since.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.