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 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Aries Wealth Management's FBTC Position: Q1 2026 in Review

Aries Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 24% in Q1 2026, buying an estimated $249K and bringing the position to 19,148 shares worth $1.13M. The position accounts for 0.25% of the portfolio, ranked #86.

Aries Wealth Management first reported a position in FBTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.38M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

Aries Wealth Management held 19,148 shares of Fidelity Wise Origin Bitcoin Fund worth $1.13M as of Q1 2026.
Aries Wealth Management bought 3,736 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $249K.
Fidelity Wise Origin Bitcoin Fund made up 0.25% of Aries Wealth Management's portfolio in Q1 2026, its #86 holding.
Aries Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 8 quarters since.
Aries Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $1.38M in Q3 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Aries Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.