Marietta Wealth Management’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
Q1
$854K Hold
14,470
0.1% 92
2025
Q4
$1.1M Hold
14,470
0.13% 88
2025
Q3
$1.44M Hold
14,470
0.18% 84
2025
Q2
$1.36M Hold
14,470
0.18% 83
2025
Q1
$1.04M Hold
14,470
0.15% 85
2024
Q4
$1.18M Hold
14,470
0.17% 82
2024
Q3
$804K Hold
14,470
0.12% 89
2024
Q2
$759K Buy
+14,470
New +$830K 0.12% 87

Other funds holding FBTC

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

Marietta Wealth Management held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q1 2026 at 14,470 shares worth $854K. The position accounts for 0.1% of the portfolio, ranked #92.

Marietta Wealth Management first reported a position in FBTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Marietta Wealth Management held 14,470 shares of Fidelity Wise Origin Bitcoin Fund worth $854K as of Q1 2026.
  • Marietta Wealth Management left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q1 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.1% of Marietta Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Marietta Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 8 quarters since.
  • Marietta Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $1.44M in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Marietta Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.