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 Q3	$4.28M	Sell	58,900 -571	-1%	-$35.4K	0.74%	25
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

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Cambridge Advisors's FBTC Position: Q3 2026 in Review

Cambridge Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.96% in Q3 2026, selling an estimated $35.4K and leaving 58,900 shares worth $4.28M. The position accounts for 0.74% of the portfolio, ranked #25.

Cambridge Advisors first reported a position in FBTC in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.36M in Q3 2025. 199 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Cambridge Advisors held 58,900 shares of Fidelity Wise Origin Bitcoin Fund worth $4.28M as of Q3 2026.
Cambridge Advisors sold 571 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $35.4K.
Fidelity Wise Origin Bitcoin Fund made up 0.74% of Cambridge Advisors's portfolio in Q3 2026, its #25 holding.
Cambridge Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 11 quarters since.
Cambridge Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $5.36M in Q3 2025.
199 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.