M. Kulyk & Associates’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$510K Hold
9,983
0.08% 70
2026
Q1
$589K Sell
9,983
-2,215
-18% -$147K 0.11% 69
2025
Q4
$930K Buy
12,198
+312
+3% +$27.2K 0.18% 55
2025
Q3
$1.19M Hold
11,886
0.24% 52
2025
Q2
$1.12M Buy
11,886
+967
+9% +$83.2K 0.24% 57
2025
Q1
$786K Buy
10,919
+1,873
+21% +$152K 0.18% 60
2024
Q4
$738K Buy
9,046
+565
+7% +$41K 0.16% 62
2024
Q3
$471K Sell
8,481
-391
-4% -$20.8K 0.09% 70
2024
Q2
$465K Hold
8,872
0.11% 70
2024
Q1
$551K Buy
+8,872
New +$424K 0.13% 65

Other funds holding FBTC

M. Kulyk & Associates's FBTC Position: Q2 2026 in Review

M. Kulyk & Associates held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 9,983 shares worth $510K. The position accounts for 0.08% of the portfolio, ranked #70.

M. Kulyk & Associates first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.19M in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • M. Kulyk & Associates held 9,983 shares of Fidelity Wise Origin Bitcoin Fund worth $510K as of Q2 2026.
  • M. Kulyk & Associates left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.08% of M. Kulyk & Associates's portfolio in Q2 2026, its #70 holding.
  • M. Kulyk & Associates first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
  • M. Kulyk & Associates's Fidelity Wise Origin Bitcoin Fund position peaked at $1.19M in Q3 2025.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.