Aries Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Aries Wealth Management’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	$975K	Sell	19,096 -52	-0.3%	-$3.25K	0.19%	102
2026 Q1	$1.13M	Buy	19,148 +3,736	+24%	+$249K	0.25%	86
2025 Q4	$1.17M	Buy	15,412 +1,585	+11%	+$138K	0.26%	81
2025 Q3	$1.38M	Buy	13,827 +565	+4%	+$56.5K	0.33%	75
2025 Q2	$1.25M	Buy	13,262 +680	+5%	+$58.5K	0.33%	79
2025 Q1	$906K	Buy	12,582 +2,241	+22%	+$182K	0.25%	92
2024 Q4	$844K	Buy	10,341 +2,180	+27%	+$158K	0.23%	100
2024 Q3	$453K	Buy	8,161 +3,205	+65%	+$171K	0.12%	144
2024 Q2	$260K	Buy	+4,956	New	+$284K	0.08%	174

Other funds holding FBTC

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Aries Wealth Management's FBTC Position: Q2 2026 in Review

Aries Wealth Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.27% in Q2 2026, selling an estimated $3.25K and leaving 19,096 shares worth $975K. The position accounts for 0.19% of the portfolio, ranked #102.

Aries Wealth Management first reported a position in FBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.38M in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Aries Wealth Management held 19,096 shares of Fidelity Wise Origin Bitcoin Fund worth $975K as of Q2 2026.
Aries Wealth Management sold 52 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $3.25K.
Fidelity Wise Origin Bitcoin Fund made up 0.19% of Aries Wealth Management's portfolio in Q2 2026, its #102 holding.
Aries Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 9 quarters since.
Aries Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $1.38M in Q3 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.