WWM
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Whalen Wealth Management’s Robinhood HOOD Stock Holding History

Whalen 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
Q3 		– Sell
-6,493
Closed -$651K – 231
2026
Q2 		$651K Buy
6,493
+888
+16% +$74.3K 0.29% 87
2026
Q1 		$388K Buy
+5,605
New +$492K 0.21% 121

Other funds holding HOOD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIC
Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return

Whalen Wealth Management's HOOD Position: Q3 2026 in Review

Whalen Wealth Management sold out of Robinhood (HOOD) in Q3 2026, closing a stake of 6,493 shares — an estimated $651K sold.

Whalen Wealth Management first reported a position in HOOD in Q1 2026 and held it in 2 quarters. The position peaked at $651K in Q2 2026. 61 funds tracked by Wall St. Rank hold HOOD as of Q3 2026.

  • Whalen Wealth Management reported no remaining Robinhood position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 6,493 Robinhood shares in Q3 2026, an estimated $651K.
  • Whalen Wealth Management first reported a position in Robinhood in Q1 2026 and held it in 2 quarters.
  • Whalen Wealth Management's Robinhood position peaked at $651K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Robinhood as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.