EverSource Wealth Advisors’s VanEck Bitcoin Trust HODL Stock Holding History

EverSource Wealth Advisors’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	$16.9K	Buy	1,016 +103	+11%	+$2.09K	﹤0.01%	2571
2026 Q1	$17.5K	Hold	913	–	–	﹤0.01%	2586
2025 Q4	$22.6K	Hold	913	–	–	﹤0.01%	2304
2025 Q3	$29.6K	Hold	913	–	–	﹤0.01%	2069
2025 Q2	$27.8K	Buy	913 +593	+185%	+$16.5K	﹤0.01%	2032
2025 Q1	$7.46K	Sell	320 -300	-48%	-$7.9K	﹤0.01%	2284
2024 Q4	$16.4K	Buy	620 +220	+55%	+$5.16K	﹤0.01%	1734
2024 Q3	$7.18K	Hold	400	–	–	﹤0.01%	2054
2024 Q2	$7.39K	Hold	400	–	–	﹤0.01%	2031
2024 Q1	$6.68K	Buy	+400	New	+$6.19K	﹤0.01%	1899

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

EverSource Wealth Advisors's HODL Position: Q2 2026 in Review

EverSource Wealth Advisors increased its VanEck Bitcoin Trust (HODL) stake by 11% in Q2 2026, buying an estimated $2.09K and bringing the position to 1,016 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

EverSource Wealth Advisors first reported a position in HODL in Q1 2024 and has held it in 10 quarters since. The position peaked at $29.6K in Q3 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

EverSource Wealth Advisors held 1,016 shares of VanEck Bitcoin Trust worth $16.9K as of Q2 2026.
EverSource Wealth Advisors bought 103 VanEck Bitcoin Trust shares in Q2 2026, an estimated $2.09K.
VanEck Bitcoin Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2571 holding.
EverSource Wealth Advisors first reported a position in VanEck Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's VanEck Bitcoin Trust position peaked at $29.6K in Q3 2025.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.