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

Beaird Harris 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	$4.6M	Buy	90,014 +23,763	+36%	+$1.48M	0.29%	40
2026 Q1	$3.91M	Buy	66,251 +462	+0.7%	+$30.7K	0.27%	42
2025 Q4	$5.02M	Buy	65,789 +2,050	+3%	+$179K	0.35%	37
2025 Q3	$6.36M	Buy	63,739 +2,762	+5%	+$276K	0.45%	33
2025 Q2	$5.73M	Buy	60,977 +1,280	+2%	+$110K	0.44%	32
2025 Q1	$4.3M	Sell	59,697 -671	-1%	-$54.6K	0.37%	35
2024 Q4	$4.92M	Buy	60,368 +6,799	+13%	+$493K	0.43%	34
2024 Q3	$2.97M	Buy	53,569 +5,706	+12%	+$304K	0.26%	39
2024 Q2	$2.51M	Buy	47,863 +33,505	+233%	+$1.92M	0.24%	45
2024 Q1	$891K	Buy	+14,358	New	+$687K	0.09%	55

Other funds holding FBTC

LWAM

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Beaird Harris Wealth Management's FBTC Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 36% in Q2 2026, buying an estimated $1.48M and bringing the position to 90,014 shares worth $4.6M. The position accounts for 0.29% of the portfolio, ranked #40.

Beaird Harris Wealth Management first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.36M in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Beaird Harris Wealth Management held 90,014 shares of Fidelity Wise Origin Bitcoin Fund worth $4.6M as of Q2 2026.
Beaird Harris Wealth Management bought 23,763 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $1.48M.
Fidelity Wise Origin Bitcoin Fund made up 0.29% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #40 holding.
Beaird Harris Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Beaird Harris Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $6.36M in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.