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

Atlas Wealth 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	$11.1M	Buy	216,461 +4,045	+2%	+$253K	12.07%	2
2026 Q1	$12.5M	Buy	212,416 +3,991	+2%	+$265K	12.89%	2
2025 Q4	$15.9M	Buy	208,425 +1,728	+0.8%	+$151K	17.46%	1
2025 Q3	$20.6M	Buy	206,697 +1,416	+0.7%	+$141K	21.06%	1
2025 Q2	$19.3M	Sell	205,281 -4,989	-2%	-$429K	22.27%	1
2025 Q1	$15.1M	Buy	210,270 +3,202	+2%	+$260K	18.66%	2
2024 Q4	$16.9M	Buy	207,068 +2,854	+1%	+$207K	21.38%	1
2024 Q3	$11.3M	Buy	+204,214	New	+$10.9M	17.29%	2

Other funds holding FBTC

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

BCA

Bayshore Capital Advisors Tampa, Florida $214M AUM

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Atlas Wealth Partners's FBTC Position: Q2 2026 in Review

Atlas Wealth Partners increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.9% in Q2 2026, buying an estimated $253K and bringing the position to 216,461 shares worth $11.1M. The position accounts for 12.07% of the portfolio, ranked #2.

Atlas Wealth Partners first reported a position in FBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $20.6M in Q3 2025. 276 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Atlas Wealth Partners held 216,461 shares of Fidelity Wise Origin Bitcoin Fund worth $11.1M as of Q2 2026.
Atlas Wealth Partners bought 4,045 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $253K.
Fidelity Wise Origin Bitcoin Fund made up 12.07% of Atlas Wealth Partners's portfolio in Q2 2026, its #2 holding.
Atlas Wealth Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 8 quarters since.
Atlas Wealth Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $20.6M in Q3 2025.
276 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.