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Atwood & Palmer’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Atwood & Palmer’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 		$6.38K Hold
125
– – ﹤0.01% 395
2026
Q1 		$7.38K Hold
125
– – ﹤0.01% 394
2025
Q4 		$9.53K Hold
125
– – ﹤0.01% 380
2025
Q3 		$12.5K Buy
+125
New +$12.5K ﹤0.01% 367

Other funds holding FBTC

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Atwood & Palmer's FBTC Position: Q2 2026 in Review

Atwood & Palmer held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 125 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Atwood & Palmer first reported a position in FBTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.5K in Q3 2025. 400 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Atwood & Palmer held 125 shares of Fidelity Wise Origin Bitcoin Fund worth $6.38K as of Q2 2026.
  • Atwood & Palmer left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #395 holding.
  • Atwood & Palmer first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 4 quarters since.
  • Atwood & Palmer's Fidelity Wise Origin Bitcoin Fund position peaked at $12.5K in Q3 2025.
  • 400 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.