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Cary Street Partners Investment Advisory’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Cary Street Partners Investment Advisory’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 		$16.4K Buy
+320
New +$20K ﹤0.01% 671
2026
Q1 		– Sell
-320
Closed -$24.4K – 702
2025
Q4 		$24.4K Buy
+320
New +$27.9K 0.01% 575

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UCMOK
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EWA
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BFA
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KC
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HighTower Advisors
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LWAM
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BlackRock
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OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

Cary Street Partners Investment Advisory's FBTC Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026: 320 shares worth $16.4K. The stake represents ﹤0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in FBTC as recently as Q4 2025.

Cary Street Partners Investment Advisory first reported a position in FBTC in Q4 2025 and has held it in 2 quarters since. The position peaked at $24.4K in Q4 2025. 462 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Cary Street Partners Investment Advisory held 320 shares of Fidelity Wise Origin Bitcoin Fund worth $16.4K as of Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund was a new Cary Street Partners Investment Advisory position in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #671 holding.
  • Cary Street Partners Investment Advisory first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and has held it in 2 quarters since.
  • Cary Street Partners Investment Advisory's Fidelity Wise Origin Bitcoin Fund position peaked at $24.4K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.