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

Highline Wealth Partners’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	$28.2K	Buy	+552	New	+$34.5K	0.01%	329

Other funds holding FBTC

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DecisionMap Wealth Management Great Falls, Virginia $179M AUM 17.96% 1-Year Est. Return

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Highline Wealth Partners's FBTC Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026: 552 shares worth $28.2K. The stake represents 0.01% of the portfolio and ranks #329 among its holdings.

119 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Highline Wealth Partners held 552 shares of Fidelity Wise Origin Bitcoin Fund worth $28.2K as of Q2 2026.
Fidelity Wise Origin Bitcoin Fund was a new Highline Wealth Partners position in Q2 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #329 holding.
119 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.