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

Intentional Wealth Strategies’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 		$256K Buy
5,009
+101
+2% +$6.31K 0.24% 57
2026
Q1 		$290K Buy
+4,908
New +$326K 0.27% 45

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.19% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.23B AUM 74.49% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return

Intentional Wealth Strategies's FBTC Position: Q2 2026 in Review

Intentional Wealth Strategies increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 2.1% in Q2 2026, buying an estimated $6.31K and bringing the position to 5,009 shares worth $256K. The position accounts for 0.24% of the portfolio, ranked #57.

Intentional Wealth Strategies first reported a position in FBTC in Q1 2026 and has held it in 2 quarters since. The position peaked at $290K in Q1 2026. 595 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Intentional Wealth Strategies held 5,009 shares of Fidelity Wise Origin Bitcoin Fund worth $256K as of Q2 2026.
  • Intentional Wealth Strategies bought 101 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $6.31K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.24% of Intentional Wealth Strategies's portfolio in Q2 2026, its #57 holding.
  • Intentional Wealth Strategies first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2026 and has held it in 2 quarters since.
  • Intentional Wealth Strategies's Fidelity Wise Origin Bitcoin Fund position peaked at $290K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.