MFWP
BTC

Mosaic Family Wealth Partners’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Mosaic Family Wealth Partners’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 		$287K Buy
11,064
+10
+0.1% +$317 0.02% 364
2026
Q1 		$332K Buy
11,054
+338
+3% +$11.4K 0.03% 221
2025
Q4 		$415K Hold
10,716
– – 0.05% 164
2025
Q3 		$543K Sell
10,716
-94
-0.9% -$4.77K 0.06% 136
2025
Q2 		$516K Buy
+10,810
New +$472K 0.07% 131

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Mosaic Family Wealth Partners's BTC Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 0.09% in Q2 2026, buying an estimated $317 and bringing the position to 11,064 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #364.

Mosaic Family Wealth Partners first reported a position in BTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $543K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Mosaic Family Wealth Partners held 11,064 shares of Grayscale Bitcoin Mini Trust ETF worth $287K as of Q2 2026.
  • Mosaic Family Wealth Partners bought 10 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $317.
  • Grayscale Bitcoin Mini Trust ETF made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #364 holding.
  • Mosaic Family Wealth Partners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q2 2025 and has held it in 5 quarters since.
  • Mosaic Family Wealth Partners's Grayscale Bitcoin Mini Trust ETF position peaked at $543K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.