NewEdge Advisors’s VanEck Bitcoin Trust HODL Stock Holding History

NewEdge 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 Q1	$394K	Sell	20,553 -29,553	-59%	-$638K	﹤0.01%	2163
2025 Q4	$1.24M	Sell	50,106 -253,169	-83%	-$7.17M	﹤0.01%	1346
2025 Q3	$9.82M	Buy	303,275 +47,347	+19%	+$1.53M	0.04%	405
2025 Q2	$7.8M	Buy	255,928 +126,483	+98%	+$3.53M	0.04%	429
2025 Q1	$3.02M	Buy	+129,445	New	+$3.41M	0.02%	681

Other funds holding HODL

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

NewEdge Advisors's HODL Position: Q1 2026 in Review

NewEdge Advisors reduced its VanEck Bitcoin Trust (HODL) stake by 59% in Q1 2026, selling an estimated $638K and leaving 20,553 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

NewEdge Advisors first reported a position in HODL in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.82M in Q3 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q1 2026.

NewEdge Advisors held 20,553 shares of VanEck Bitcoin Trust worth $394K as of Q1 2026.
NewEdge Advisors sold 29,553 VanEck Bitcoin Trust shares in Q1 2026, an estimated $638K.
VanEck Bitcoin Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2163 holding.
NewEdge Advisors first reported a position in VanEck Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
NewEdge Advisors's VanEck Bitcoin Trust position peaked at $9.82M in Q3 2025.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.