National Wealth Management Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

National Wealth 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	$729K	Sell	14,286 -2,162	-13%	-$135K	0.23%	92
2026 Q1	$971K	Sell	16,448 -1,186	-7%	-$78.9K	0.36%	63
2025 Q4	$1.34M	Buy	17,634 +8,469	+92%	+$739K	0.47%	45
2025 Q3	$915K	Buy	9,165 +4,596	+101%	+$459K	0.34%	65
2025 Q2	$429K	Buy	4,569 +244	+6%	+$21K	0.24%	96
2025 Q1	$311K	Buy	4,325 +750	+21%	+$61K	0.2%	111
2024 Q4	$292K	Buy	+3,575	New	+$259K	0.19%	107

Other funds holding FBTC

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

National Wealth Management Group's FBTC Position: Q2 2026 in Review

National Wealth Management Group reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 13% in Q2 2026, selling an estimated $135K and leaving 14,286 shares worth $729K. The position accounts for 0.23% of the portfolio, ranked #92.

National Wealth Management Group first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q4 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

National Wealth Management Group held 14,286 shares of Fidelity Wise Origin Bitcoin Fund worth $729K as of Q2 2026.
National Wealth Management Group sold 2,162 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $135K.
Fidelity Wise Origin Bitcoin Fund made up 0.23% of National Wealth Management Group's portfolio in Q2 2026, its #92 holding.
National Wealth Management Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
National Wealth Management Group's Fidelity Wise Origin Bitcoin Fund position peaked at $1.34M in Q4 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.