Focus Partners Wealth
HODL icon

Focus Partners Wealth’s VanEck Bitcoin Trust HODL Stock Holding History

Focus Partners Wealth’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
Q1 		$454K Sell
23,820
-992
-4% -$21.4K ﹤0.01% 1989
2025
Q4 		$614K Buy
+24,812
New +$702K ﹤0.01% 1861

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Focus Partners Wealth's HODL Position: Q1 2026 in Review

Focus Partners Wealth reduced its VanEck Bitcoin Trust (HODL) stake by 4% in Q1 2026, selling an estimated $21.4K and leaving 23,820 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Focus Partners Wealth first reported a position in HODL in Q4 2025 and has held it in 2 quarters since. The position peaked at $614K in Q4 2025. 127 funds tracked by Wall St. Rank hold HODL as of Q1 2026.

  • Focus Partners Wealth held 23,820 shares of VanEck Bitcoin Trust worth $454K as of Q1 2026.
  • Focus Partners Wealth sold 992 VanEck Bitcoin Trust shares in Q1 2026, an estimated $21.4K.
  • VanEck Bitcoin Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1989 holding.
  • Focus Partners Wealth first reported a position in VanEck Bitcoin Trust in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's VanEck Bitcoin Trust position peaked at $614K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.