Avalon Capital Management’s VanEck Bitcoin Trust HODL Stock Holding History

Avalon Capital Management’s Portfolio HODL Stock Details HODL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$560K	Sell	33,716 -2,986	-8%	-$60.6K	0.13%	72
2026 Q1	$703K	Sell	36,702 -146,137	-80%	-$3.16M	0.2%	62
2025 Q4	$4.52M	Sell	182,839 -65,892	-26%	-$1.87M	1.08%	24
2025 Q3	$8.05M	Sell	248,731 -634	-0.3%	-$20.5K	1.97%	18
2025 Q2	$7.6M	Buy	249,365 +2,927	+1%	+$81.6K	2.04%	14
2025 Q1	$5.74M	Sell	246,438 -4,502	-2%	-$119K	1.67%	18
2024 Q4	$6.63M	Buy	+250,940	New	+$5.89M	2.14%	12

Other funds holding HODL

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

Avalon Capital Management's HODL Position: Q2 2026 in Review

Avalon Capital Management reduced its VanEck Bitcoin Trust (HODL) stake by 8.1% in Q2 2026, selling an estimated $60.6K and leaving 33,716 shares worth $560K. The position accounts for 0.13% of the portfolio, ranked #72.

Avalon Capital Management first reported a position in HODL in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.05M in Q3 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Avalon Capital Management held 33,716 shares of VanEck Bitcoin Trust worth $560K as of Q2 2026.
Avalon Capital Management sold 2,986 VanEck Bitcoin Trust shares in Q2 2026, an estimated $60.6K.
VanEck Bitcoin Trust made up 0.13% of Avalon Capital Management's portfolio in Q2 2026, its #72 holding.
Avalon Capital Management first reported a position in VanEck Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Avalon Capital Management's VanEck Bitcoin Trust position peaked at $8.05M in Q3 2025.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.