Abundance Wealth Counselors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.47M Sell
24,869
-2,768
-10% -$184K 0.21% 72
2025
Q4
$2.11M Buy
27,637
+4,050
+17% +$353K 0.36% 47
2025
Q3
$2.35M Buy
23,587
+5,210
+28% +$521K 0.4% 38
2025
Q2
$1.73M Buy
18,377
+11,367
+162% +$978K 0.32% 56
2025
Q1
$505K Buy
+7,010
New +$570K 0.11% 117

Other funds holding FBTC

Abundance Wealth Counselors's FBTC Position: Q1 2026 in Review

Abundance Wealth Counselors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 10% in Q1 2026, selling an estimated $184K and leaving 24,869 shares worth $1.47M. The position accounts for 0.21% of the portfolio, ranked #72.

Abundance Wealth Counselors first reported a position in FBTC in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.35M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Abundance Wealth Counselors held 24,869 shares of Fidelity Wise Origin Bitcoin Fund worth $1.47M as of Q1 2026.
  • Abundance Wealth Counselors sold 2,768 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $184K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.21% of Abundance Wealth Counselors's portfolio in Q1 2026, its #72 holding.
  • Abundance Wealth Counselors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2025 and has held it in 5 quarters since.
  • Abundance Wealth Counselors's Fidelity Wise Origin Bitcoin Fund position peaked at $2.35M in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.