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Milestone Asset Management Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Milestone Asset Management Group’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
Q2 		$3.19M Buy
62,545
+1,057
+2% +$66K 1.61% 20
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

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

Milestone Asset Management Group's FBTC Position: Q2 2026 in Review

Milestone Asset Management Group increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.7% in Q2 2026, buying an estimated $66K and bringing the position to 62,545 shares worth $3.19M. The position accounts for 1.61% of the portfolio, ranked #20.

Milestone Asset Management Group first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.42M in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Milestone Asset Management Group held 62,545 shares of Fidelity Wise Origin Bitcoin Fund worth $3.19M as of Q2 2026.
  • Milestone Asset Management Group bought 1,057 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $66K.
  • Fidelity Wise Origin Bitcoin Fund made up 1.61% of Milestone Asset Management Group's portfolio in Q2 2026, its #20 holding.
  • Milestone Asset Management Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • Milestone Asset Management Group's Fidelity Wise Origin Bitcoin Fund position peaked at $5.42M in Q3 2025.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.