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 Q2	$1.2M	Buy	23,448 +502	+2%	+$31.4K	0.01%	617
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

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

NewEdge Wealth's FBTC Position: Q2 2026 in Review

NewEdge Wealth increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 2.2% in Q2 2026, buying an estimated $31.4K and bringing the position to 23,448 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #617.

NewEdge Wealth first reported a position in FBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.2M in Q2 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

NewEdge Wealth held 23,448 shares of Fidelity Wise Origin Bitcoin Fund worth $1.2M as of Q2 2026.
NewEdge Wealth bought 502 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $31.4K.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #617 holding.
NewEdge Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 9 quarters since.
NewEdge Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $2.2M in Q2 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.