Evexia 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
$3.53M Buy
63,434
+6,923
+12% +$433K 0.95% 34
2026
Q1
$3.61M Buy
56,511
+12,921
+30% +$860K 0.99% 32
2025
Q4
$3.71M Buy
43,590
+5,535
+15% +$483K 1.04% 31
2025
Q3
$3.85M Sell
38,055
-438
-1% -$43.8K 1.15% 28
2025
Q2
$3.94M Sell
38,493
-33
-0.1% -$2.84K 1.24% 30
2025
Q1
$2.77M Buy
38,526
+483
+1% +$39.3K 1.01% 32
2024
Q4
$3.18M Buy
38,043
+2,692
+8% +$195K 1.08% 32
2024
Q3
$1.96M Buy
35,351
+23,452
+197% +$1.25M 0.69% 37
2024
Q2
$711K Buy
+11,899
New +$682K 0.27% 43

Other funds holding FBTC

Evexia Wealth's FBTC Position: Q2 2026 in Review

Evexia Wealth increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 12% in Q2 2026, buying an estimated $433K and bringing the position to 63,434 shares worth $3.53M. The position accounts for 0.95% of the portfolio, ranked #34.

Evexia Wealth first reported a position in FBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.94M in Q2 2025. 623 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Evexia Wealth held 63,434 shares of Fidelity Wise Origin Bitcoin Fund worth $3.53M as of Q2 2026.
  • Evexia Wealth bought 6,923 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $433K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.95% of Evexia Wealth's portfolio in Q2 2026, its #34 holding.
  • Evexia Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 9 quarters since.
  • Evexia Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $3.94M in Q2 2025.
  • 623 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.