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

M. Kulyk & Associates’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	$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

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 New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

M. Kulyk & Associates's FBTC Position: Q1 2026 in Review

M. Kulyk & Associates reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 18% in Q1 2026, selling an estimated $147K and leaving 9,983 shares worth $589K. The position accounts for 0.11% of the portfolio, ranked #69.

M. Kulyk & Associates first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

M. Kulyk & Associates held 9,983 shares of Fidelity Wise Origin Bitcoin Fund worth $589K as of Q1 2026.
M. Kulyk & Associates sold 2,215 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $147K.
Fidelity Wise Origin Bitcoin Fund made up 0.11% of M. Kulyk & Associates's portfolio in Q1 2026, its #69 holding.
M. Kulyk & Associates first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
M. Kulyk & Associates's Fidelity Wise Origin Bitcoin Fund position peaked at $1.19M in Q3 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.