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Congress Wealth Management’s VanEck Bitcoin Trust HODL Stock Holding History

Congress Wealth 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
2025
Q2 		$959K Buy
31,474
+11,443
+57% +$319K 0.01% 717
2025
Q1 		$467K Sell
20,031
-29,241
-59% -$770K 0.01% 832
2024
Q4 		$1.3M Buy
+49,272
New +$1.16M 0.02% 478

Other funds holding HODL

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Congress Wealth Management's HODL Position: Q2 2025 in Review

Congress Wealth Management increased its VanEck Bitcoin Trust (HODL) stake by 57% in Q2 2025, buying an estimated $319K and bringing the position to 31,474 shares worth $959K. The position accounts for 0.01% of the portfolio, ranked #717.

Congress Wealth Management first reported a position in HODL in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.3M in Q4 2024. 110 funds tracked by Wall St. Rank hold HODL as of Q2 2025.

  • Congress Wealth Management held 31,474 shares of VanEck Bitcoin Trust worth $959K as of Q2 2025.
  • Congress Wealth Management bought 11,443 VanEck Bitcoin Trust shares in Q2 2025, an estimated $319K.
  • VanEck Bitcoin Trust made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #717 holding.
  • Congress Wealth Management first reported a position in VanEck Bitcoin Trust in Q4 2024 and has held it in 3 quarters since.
  • Congress Wealth Management's VanEck Bitcoin Trust position peaked at $1.3M in Q4 2024.
  • 110 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.