Cambridge Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Cambridge Advisors’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	$3.04M	Buy	59,471 +943	+2%	+$58.9K	0.52%	33
2026 Q1	$3.45M	Buy	58,528 +1,907	+3%	+$127K	0.67%	27
2025 Q4	$4.32M	Buy	56,621 +2,915	+5%	+$254K	0.82%	21
2025 Q3	$5.36M	Buy	53,706 +295	+0.6%	+$29.5K	1.05%	20
2025 Q2	$5.02M	Buy	53,411 +1,235	+2%	+$106K	1.05%	20
2025 Q1	$3.76M	Buy	52,176 +3,042	+6%	+$247K	0.82%	22
2024 Q4	$4.01M	Buy	49,134 +8,703	+22%	+$631K	0.89%	21
2024 Q3	$2.25M	Buy	40,431 +1,126	+3%	+$60K	0.49%	32
2024 Q2	$2.06M	Buy	39,305 +2,317	+6%	+$133K	0.48%	36
2024 Q1	$2.3M	Buy	+36,988	New	+$1.77M	0.54%	31

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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

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

Cambridge Advisors's FBTC Position: Q2 2026 in Review

Cambridge Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.6% in Q2 2026, buying an estimated $58.9K and bringing the position to 59,471 shares worth $3.04M. The position accounts for 0.52% of the portfolio, ranked #33.

Cambridge Advisors first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.36M in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Cambridge Advisors held 59,471 shares of Fidelity Wise Origin Bitcoin Fund worth $3.04M as of Q2 2026.
Cambridge Advisors bought 943 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $58.9K.
Fidelity Wise Origin Bitcoin Fund made up 0.52% of Cambridge Advisors's portfolio in Q2 2026, its #33 holding.
Cambridge Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Cambridge Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $5.36M in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.