NewEdge Wealth’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

NewEdge Wealth’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 Q1	$1.35M	Buy	22,946 +17	+0.1%	+$1.13K	0.02%	542
2025 Q4	$1.75M	Buy	22,929 +904	+4%	+$78.9K	0.02%	489
2025 Q3	$1.99M	Buy	22,025 +568	+3%	+$56.8K	0.03%	398
2025 Q2	$2.2M	Buy	21,457 +424	+2%	+$36.5K	0.03%	359
2025 Q1	$1.51M	Buy	21,033 +376	+2%	+$30.6K	0.03%	410
2024 Q4	$1.69M	Buy	20,657 +14,239	+222%	+$1.03M	0.03%	388
2024 Q3	$356K	Hold	6,418	–	–	0.01%	689
2024 Q2	$337K	Buy	+6,418	New	+$368K	0.01%	627

Other funds holding FBTC

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

NewEdge Wealth's FBTC Position: Q1 2026 in Review

NewEdge Wealth increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.07% in Q1 2026, buying an estimated $1.13K and bringing the position to 22,946 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #542.

NewEdge Wealth first reported a position in FBTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.2M in Q2 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

NewEdge Wealth held 22,946 shares of Fidelity Wise Origin Bitcoin Fund worth $1.35M as of Q1 2026.
NewEdge Wealth bought 17 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $1.13K.
Fidelity Wise Origin Bitcoin Fund made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #542 holding.
NewEdge Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 8 quarters since.
NewEdge Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $2.2M in Q2 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.