Harvest Portfolios Group’s Fold Holdings FLD Stock Holding History

Harvest Portfolios Group’s Portfolio FLD Stock Details FLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,070	Closed	-$42.6K	–	265
2025 Q2	$42.6K	Buy	+10,070	New	+$43.2K	﹤0.01%	252

Other funds holding FLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

USPCM

Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

EFA

Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return

Harvest Portfolios Group's FLD Position: Q3 2025 in Review

Harvest Portfolios Group sold out of Fold Holdings (FLD) in Q3 2025, closing a stake of 10,070 shares — an estimated $42.6K sold.

Harvest Portfolios Group first reported a position in FLD in Q2 2025 and held it in 1 quarter. The position peaked at $42.6K in Q2 2025. 36 funds tracked by Wall St. Rank hold FLD as of Q3 2025.

Harvest Portfolios Group reported no remaining Fold Holdings position as of Q3 2025 after selling out during the quarter.
Harvest Portfolios Group sold 10,070 Fold Holdings shares in Q3 2025, an estimated $42.6K.
Harvest Portfolios Group first reported a position in Fold Holdings in Q2 2025 and held it in 1 quarter.
Harvest Portfolios Group's Fold Holdings position peaked at $42.6K in Q2 2025.
36 funds tracked by Wall St. Rank held Fold Holdings as of Q3 2025.

Based on Harvest Portfolios Group's 13F filing for Q3 2025, filed 12 Nov 2025.