HWM
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HighMark Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

HighMark Wealth Management’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
Q1 		$11.1K Buy
188
+41
+28% +$2.73K ﹤0.01% 280
2025
Q4 		$11.2K Buy
147
+27
+23% +$2.36K ﹤0.01% 299
2025
Q3 		$12K Hold
120
– – 0.01% 279
2025
Q2 		$11.3K Hold
120
– – 0.01% 292
2025
Q1 		$8.64K Sell
120
-40
-25% -$3.25K 0.01% 306
2024
Q4 		$13.1K Hold
160
– – 0.01% 253
2024
Q3 		$8.88K Hold
160
– – ﹤0.01% 315
2024
Q2 		$8.39K Sell
160
-35
-18% -$2.01K 0.01% 313
2024
Q1 		$12.1K Buy
+195
New +$9.33K 0.01% 249

Other funds holding FBTC

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HighMark Wealth Management's FBTC Position: Q1 2026 in Review

HighMark Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 28% in Q1 2026, buying an estimated $2.73K and bringing the position to 188 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

HighMark Wealth Management first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $13.1K in Q4 2024. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • HighMark Wealth Management held 188 shares of Fidelity Wise Origin Bitcoin Fund worth $11.1K as of Q1 2026.
  • HighMark Wealth Management bought 41 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $2.73K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #280 holding.
  • HighMark Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
  • HighMark Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $13.1K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.