Newton One Investments’s VanEck Bitcoin Trust HODL Stock Holding History

Newton One Investments’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	$8.6K	Hold	518	–	–	﹤0.01%	119
2026 Q1	$9.93K	Sell	518 -1,324	-72%	-$28.6K	﹤0.01%	101
2025 Q4	$45.6K	Buy	1,842 +335	+22%	+$9.48K	0.01%	72
2025 Q3	$48.8K	Buy	1,507 +183	+14%	+$5.93K	0.01%	71
2025 Q2	$40.3K	Hold	1,324	–	–	0.01%	75
2025 Q1	$30.9K	Hold	1,324	–	–	0.01%	74
2024 Q4	$35K	Buy	+1,324	New	+$31.1K	0.01%	73
2024 Q3	–	Sell	-1,324	Closed	-$22.5K	–	68
2024 Q2	$22.5K	Hold	1,324	–	–	0.01%	73
2024 Q1	$26.6K	Buy	+1,324	New	+$20.5K	0.01%	72

Other funds holding HODL

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

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

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 New York $1.21T AUM 78.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

Newton One Investments's HODL Position: Q2 2026 in Review

Newton One Investments held its VanEck Bitcoin Trust (HODL) position steady in Q2 2026 at 518 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #119.

Newton One Investments first reported a position in HODL in Q1 2024 and has held it in 9 quarters since. The position peaked at $48.8K in Q3 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Newton One Investments held 518 shares of VanEck Bitcoin Trust worth $8.6K as of Q2 2026.
Newton One Investments left its VanEck Bitcoin Trust share count unchanged in Q2 2026.
VanEck Bitcoin Trust made up ﹤0.01% of Newton One Investments's portfolio in Q2 2026, its #119 holding.
Newton One Investments first reported a position in VanEck Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Newton One Investments's VanEck Bitcoin Trust position peaked at $48.8K in Q3 2025.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.