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Appleton Partners’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Appleton Partners’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$274K Buy
5,361
+492
+10% +$30.7K 0.02% 249
2026
Q1 		$287K Buy
4,869
+335
+7% +$22.3K 0.02% 238
2025
Q4 		$346K Buy
4,534
+213
+5% +$18.6K 0.02% 219
2025
Q3 		$431K Buy
4,321
+1,094
+34% +$109K 0.03% 201
2025
Q2 		$303K Buy
3,227
+402
+14% +$34.6K 0.02% 224
2025
Q1 		$203K Buy
+2,825
New +$230K 0.02% 239

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

Appleton Partners's FBTC Position: Q2 2026 in Review

Appleton Partners increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 10% in Q2 2026, buying an estimated $30.7K and bringing the position to 5,361 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #249.

Appleton Partners first reported a position in FBTC in Q1 2025 and has held it in 6 quarters since. The position peaked at $431K in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Appleton Partners held 5,361 shares of Fidelity Wise Origin Bitcoin Fund worth $274K as of Q2 2026.
  • Appleton Partners bought 492 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $30.7K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #249 holding.
  • Appleton Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2025 and has held it in 6 quarters since.
  • Appleton Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $431K in Q3 2025.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.