Legacy Wealth Asset Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Legacy Wealth Asset 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 Q2	$15.4M	Sell	301,367 -862	-0.3%	-$53.9K	3.38%	1
2026 Q1	$17.8M	Buy	302,229 +3,903	+1%	+$260K	4.34%	1
2025 Q4	$22.7M	Sell	298,326 -9,920	-3%	-$866K	5.59%	1
2025 Q3	$30.8M	Buy	308,246 +2,997	+1%	+$299K	7.48%	1
2025 Q2	$28.7M	Sell	305,249 -2,437	-0.8%	-$210K	7.29%	1
2025 Q1	$22.1M	Buy	307,686 +428	+0.1%	+$34.8K	6.12%	1
2024 Q4	$25.1M	Sell	307,258 -30,149	-9%	-$2.19M	6.82%	1
2024 Q3	$18.7M	Buy	337,407 +301	+0.1%	+$16K	5.03%	1
2024 Q2	$17.7M	Sell	337,106 -15,488	-4%	-$888K	4.99%	1
2024 Q1	$21.9M	Buy	+352,594	New	+$16.9M	6.09%	1

Other funds holding FBTC

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

BHWM

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

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

AIS

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

SWM

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

FFA

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

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Legacy Wealth Asset Management's FBTC Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.29% in Q2 2026, selling an estimated $53.9K and leaving 301,367 shares worth $15.4M. The position accounts for 3.38% of the portfolio, ranked #1.

Legacy Wealth Asset Management first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $30.8M in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Legacy Wealth Asset Management held 301,367 shares of Fidelity Wise Origin Bitcoin Fund worth $15.4M as of Q2 2026.
Legacy Wealth Asset Management sold 862 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $53.9K.
Fidelity Wise Origin Bitcoin Fund made up 3.38% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #1 holding.
Legacy Wealth Asset Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Legacy Wealth Asset Management's Fidelity Wise Origin Bitcoin Fund position peaked at $30.8M in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.