AWM
BTC

Axxcess Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Axxcess Wealth Management’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245K Sell
9,457
-29,512
-76% -$937K ﹤0.01% 929
2026
Q1 		$1.17M Sell
38,969
-27,519
-41% -$930K 0.04% 225
2025
Q4 		$2.58M Buy
66,488
+9,847
+17% +$436K 0.04% 330
2025
Q3 		$2.87M Buy
56,641
+11,352
+25% +$576K 0.06% 244
2025
Q2 		$2.16M Buy
45,289
+24,087
+114% +$1.05M 0.05% 277
2025
Q1 		$774K Buy
+21,202
New +$875K 0.02% 455

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Axxcess Wealth Management's BTC Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 76% in Q2 2026, selling an estimated $937K and leaving 9,457 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Axxcess Wealth Management first reported a position in BTC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.87M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Axxcess Wealth Management held 9,457 shares of Grayscale Bitcoin Mini Trust ETF worth $245K as of Q2 2026.
  • Axxcess Wealth Management sold 29,512 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $937K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #929 holding.
  • Axxcess Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2025 and has held it in 6 quarters since.
  • Axxcess Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $2.87M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.