Cedarwood Wealth’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$239K Hold
4,686
0.18% 83
2026
Q1
$277K Buy
+4,686
New +$312K 0.28% 64

Other funds holding FBTC

Cedarwood Wealth's FBTC Position: Q2 2026 in Review

Cedarwood Wealth held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 4,686 shares worth $239K. The position accounts for 0.18% of the portfolio, ranked #83.

Cedarwood Wealth first reported a position in FBTC in Q1 2026 and has held it in 2 quarters since. The position peaked at $277K in Q1 2026. 618 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Cedarwood Wealth held 4,686 shares of Fidelity Wise Origin Bitcoin Fund worth $239K as of Q2 2026.
  • Cedarwood Wealth left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.18% of Cedarwood Wealth's portfolio in Q2 2026, its #83 holding.
  • Cedarwood Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2026 and has held it in 2 quarters since.
  • Cedarwood Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $277K in Q1 2026.
  • 618 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Cedarwood Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.