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Lifestyle Asset Management’s VanEck Bitcoin Trust HODL Stock Holding History

Lifestyle Asset 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 		– Sell
-17,263
Closed -$331K – 135
2026
Q1 		$331K Buy
17,263
+4,583
+36% +$99K 0.11% 107
2025
Q4 		$314K Hold
12,680
– – 0.1% 110
2025
Q3 		$410K Hold
12,680
– – 0.14% 91
2025
Q2 		$386K Hold
12,680
– – 0.18% 81
2025
Q1 		$296K Sell
12,680
-4,896
-28% -$129K 0.16% 80
2024
Q4 		$464K Sell
17,576
-6,060
-26% -$142K 0.25% 56
2024
Q3 		$424K Buy
23,636
+612
+3% +$10.6K 0.23% 59
2024
Q2 		$391K Buy
+23,024
New +$427K 0.22% 58

Other funds holding HODL

VanEck Associates
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
TI
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
GI
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

Lifestyle Asset Management's HODL Position: Q2 2026 in Review

Lifestyle Asset Management sold out of VanEck Bitcoin Trust (HODL) in Q2 2026, closing a stake of 17,263 shares — an estimated $331K sold.

Lifestyle Asset Management first reported a position in HODL in Q2 2024 and held it in 8 quarters. The position peaked at $464K in Q4 2024. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

  • Lifestyle Asset Management reported no remaining VanEck Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Lifestyle Asset Management sold 17,263 VanEck Bitcoin Trust shares in Q2 2026, an estimated $331K.
  • Lifestyle Asset Management first reported a position in VanEck Bitcoin Trust in Q2 2024 and held it in 8 quarters.
  • Lifestyle Asset Management's VanEck Bitcoin Trust position peaked at $464K in Q4 2024.
  • 128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.