WLG
HOOD icon

Williamson Legacy Group’s Robinhood HOOD Stock Holding History

Williamson Legacy Group’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 		– Sell
-19,567
Closed -$2.21M – 92
2025
Q4 		$2.21M Sell
19,567
-6,506
-25% -$846K 1.73% 16
2025
Q3 		$3.73M Buy
26,073
+523
+2% +$57K 2.88% 1
2025
Q2 		$2.39M Buy
25,550
+16,359
+178% +$968K 2.02% 3
2025
Q1 		$383K Buy
9,191
+2,825
+44% +$134K 0.36% 87
2024
Q4 		$237K Buy
+6,366
New +$206K 0.16% 111

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

Williamson Legacy Group's HOOD Position: Q1 2026 in Review

Williamson Legacy Group sold out of Robinhood (HOOD) in Q1 2026, closing a stake of 19,567 shares — an estimated $2.21M sold.

Williamson Legacy Group first reported a position in HOOD in Q4 2024 and held it in 5 quarters. The position peaked at $3.73M in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Williamson Legacy Group reported no remaining Robinhood position as of Q1 2026 after selling out during the quarter.
  • Williamson Legacy Group sold 19,567 Robinhood shares in Q1 2026, an estimated $2.21M.
  • Williamson Legacy Group first reported a position in Robinhood in Q4 2024 and held it in 5 quarters.
  • Williamson Legacy Group's Robinhood position peaked at $3.73M in Q3 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.