HWA
BTC

HCR Wealth Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

HCR Wealth Advisors’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,831
Closed -$205K – 268
2026
Q1 		$205K Hold
6,831
– – 0.02% 236
2025
Q4 		$265K Sell
6,831
-6
-0.1% -$266 0.03% 207
2025
Q3 		$366K Hold
6,837
– – 0.04% 175
2025
Q2 		$326K Buy
+6,837
New +$299K 0.04% 177

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

HCR Wealth Advisors's BTC Position: Q2 2026 in Review

HCR Wealth Advisors sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 6,831 shares — an estimated $205K sold.

HCR Wealth Advisors first reported a position in BTC in Q2 2025 and held it in 4 quarters. The position peaked at $366K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • HCR Wealth Advisors reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • HCR Wealth Advisors sold 6,831 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $205K.
  • HCR Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q2 2025 and held it in 4 quarters.
  • HCR Wealth Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $366K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.