NewEdge Advisors’s Fold Holdings FLD Stock Holding History

NewEdge Advisors’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 Q2	–	Sell	-320	Closed	-$1.98K	–	4183
2025 Q1	$1.98K	Buy	+320	New	+$2.2K	﹤0.01%	3512

Other funds holding FLD

BOCH

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

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

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

AMC

Atlas Merchant Capital New York $789K AUM 60.67% 1-Year Est. Return

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

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NewEdge Advisors's FLD Position: Q2 2025 in Review

NewEdge Advisors sold out of Fold Holdings (FLD) in Q2 2025, closing a stake of 320 shares — an estimated $1.98K sold.

NewEdge Advisors first reported a position in FLD in Q1 2025 and held it in 1 quarter. The position peaked at $1.98K in Q1 2025. 29 funds tracked by Wall St. Rank hold FLD as of Q2 2025.

NewEdge Advisors reported no remaining Fold Holdings position as of Q2 2025 after selling out during the quarter.
NewEdge Advisors sold 320 Fold Holdings shares in Q2 2025, an estimated $1.98K.
NewEdge Advisors first reported a position in Fold Holdings in Q1 2025 and held it in 1 quarter.
NewEdge Advisors's Fold Holdings position peaked at $1.98K in Q1 2025.
29 funds tracked by Wall St. Rank held Fold Holdings as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.