Carson Wealth (CWM LLC)
FBTC icon

Carson Wealth (CWM LLC)’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$6.12M Buy
103,637
+6,072
+6% +$404K 0.02% 731
2025
Q4 		$7.44M Sell
97,565
-3,736
-4% -$326K 0.02% 627
2025
Q3 		$10.1M Buy
101,301
+9,963
+11% +$995K 0.03% 468
2025
Q2 		$8.59M Buy
91,338
+12,121
+15% +$1.04M 0.03% 426
2025
Q1 		$5.7M Buy
79,217
+30,878
+64% +$2.51M 0.02% 487
2024
Q4 		$3.94M Buy
48,339
+19,981
+70% +$1.45M 0.02% 536
2024
Q3 		$1.57M Buy
28,358
+3,989
+16% +$213K 0.01% 807
2024
Q2 		$1.28M Buy
+24,369
New +$1.4M 0.01% 788

Other funds holding FBTC

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FBTC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 6.2% in Q1 2026, buying an estimated $404K and bringing the position to 103,637 shares worth $6.12M. The position accounts for 0.02% of the portfolio, ranked #731.

Carson Wealth (CWM LLC) first reported a position in FBTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $10.1M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 103,637 shares of Fidelity Wise Origin Bitcoin Fund worth $6.12M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,072 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $404K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #731 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s Fidelity Wise Origin Bitcoin Fund position peaked at $10.1M in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.