McKinley Carter Wealth Services’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

McKinley Carter Wealth Services’s Portfolio BTC Stock Details BTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.38M	Hold	53,040	–	–	0.07%	155
2026 Q1	$1.59M	Buy	53,040 +906	+2%	+$30.6K	0.09%	137
2025 Q4	$2.02M	Buy	52,134 +32,958	+172%	+$1.46M	0.11%	126
2025 Q3	$971K	Hold	19,176	–	–	0.05%	178
2025 Q2	$916K	Buy	19,176 +11,757	+158%	+$514K	0.05%	172
2025 Q1	$271K	Buy	+7,419	New	+$306K	0.02%	267
2024 Q4	–	Sell	-6,602	Closed	-$186K	–	306
2024 Q3	$186K	Buy	+6,602	New	+$176K	0.01%	302

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

McKinley Carter Wealth Services's BTC Position: Q2 2026 in Review

McKinley Carter Wealth Services held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 53,040 shares worth $1.38M. The position accounts for 0.07% of the portfolio, ranked #155.

McKinley Carter Wealth Services first reported a position in BTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.02M in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

McKinley Carter Wealth Services held 53,040 shares of Grayscale Bitcoin Mini Trust ETF worth $1.38M as of Q2 2026.
McKinley Carter Wealth Services left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
Grayscale Bitcoin Mini Trust ETF made up 0.07% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #155 holding.
McKinley Carter Wealth Services first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 7 quarters since.
McKinley Carter Wealth Services's Grayscale Bitcoin Mini Trust ETF position peaked at $2.02M in Q4 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.