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Mowery & Schoenfeld Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Mowery & Schoenfeld 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
Q2 		$511 Hold
10
– – ﹤0.01% 350
2026
Q1 		$591 Buy
+10
New +$665 ﹤0.01% 343
2025
Q4 		– Sell
-10
Closed -$999 – 483
2025
Q3 		$999 Buy
+10
New +$999 ﹤0.01% 360

Other funds holding FBTC

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FBTC Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 10 shares worth $511. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Mowery & Schoenfeld Wealth Management first reported a position in FBTC in Q3 2025 and has held it in 3 quarters since. The position peaked at $999 in Q3 2025. 460 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 10 shares of Fidelity Wise Origin Bitcoin Fund worth $511 as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #350 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 3 quarters since.
  • Mowery & Schoenfeld Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $999 in Q3 2025.
  • 460 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.