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

Avondale 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	–	Sell	-4,166	Closed	-$246K	–	69
2026 Q1	$246K	Buy	+4,166	New	+$277K	0.12%	63
2025 Q3	–	Sell	-478	Closed	-$45K	–	77
2025 Q2	$45K	Buy	478 +261	+120%	+$22.5K	0.03%	96
2025 Q1	$15.6K	Buy	217 +142	+189%	+$11.5K	0.01%	103
2024 Q4	$6.12K	Sell	75 -1,905	-96%	-$138K	﹤0.01%	106
2024 Q3	$110K	Sell	1,980 -15	-0.8%	-$800	0.07%	58
2024 Q2	$105K	Buy	+1,995	New	+$114K	0.07%	64

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

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

Avondale Wealth Management sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026, closing a stake of 4,166 shares — an estimated $246K sold.

Avondale Wealth Management first reported a position in FBTC in Q2 2024 and held it in 6 quarters. The position peaked at $246K in Q1 2026. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Avondale Wealth Management reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
Avondale Wealth Management sold 4,166 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $246K.
Avondale Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and held it in 6 quarters.
Avondale Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $246K in Q1 2026.
619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

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