Milestone Asset Management Group’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
$3.63M Buy
61,488
+2,412
+4% +$160K 2.12% 15
2025
Q4
$4.5M Buy
59,076
+4,818
+9% +$420K 2.54% 10
2025
Q3
$5.42M Buy
54,258
+5,498
+11% +$549K 3.41% 4
2025
Q2
$4.58M Sell
48,760
-57
-0.1% -$4.91K 3.39% 4
2025
Q1
$3.51M Buy
48,817
+1,540
+3% +$125K 3.18% 6
2024
Q4
$3.86M Buy
+47,277
New +$3.43M 3.45% 6

Other funds holding FBTC

Milestone Asset Management Group's FBTC Position: Q1 2026 in Review

Milestone Asset Management Group increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 4.1% in Q1 2026, buying an estimated $160K and bringing the position to 61,488 shares worth $3.63M. The position accounts for 2.12% of the portfolio, ranked #15.

Milestone Asset Management Group first reported a position in FBTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.42M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Milestone Asset Management Group held 61,488 shares of Fidelity Wise Origin Bitcoin Fund worth $3.63M as of Q1 2026.
  • Milestone Asset Management Group bought 2,412 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $160K.
  • Fidelity Wise Origin Bitcoin Fund made up 2.12% of Milestone Asset Management Group's portfolio in Q1 2026, its #15 holding.
  • Milestone Asset Management Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 6 quarters since.
  • Milestone Asset Management Group's Fidelity Wise Origin Bitcoin Fund position peaked at $5.42M in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.