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

Massachusetts Wealth 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
Q1 		$523K Buy
+8,867
New +$590K 0.23% 82
2025
Q4 		– Sell
-2,067
Closed -$206K – 94
2025
Q3 		$206K Buy
+2,067
New +$207K 0.1% 96

Other funds holding FBTC

Millennium Management
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Massachusetts Wealth Management opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q1 2026: 8,867 shares worth $523K. The stake represents 0.23% of the portfolio and ranks #82 among its holdings. This is a return to the name: Massachusetts Wealth Management previously reported a position in FBTC as recently as Q3 2025.

Massachusetts Wealth Management first reported a position in FBTC in Q3 2025 and has held it in 2 quarters since. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Massachusetts Wealth Management held 8,867 shares of Fidelity Wise Origin Bitcoin Fund worth $523K as of Q1 2026.
  • Fidelity Wise Origin Bitcoin Fund was a new Massachusetts Wealth Management position in Q1 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.23% of Massachusetts Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Massachusetts Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 2 quarters since.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.