OWP
BTC

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

ORG 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
Q1 		$809 Hold
27
– – ﹤0.01% 615
2025
Q4 		$1.04K Hold
27
– – ﹤0.01% 569
2025
Q3 		$1.37K Hold
27
– – ﹤0.01% 573
2025
Q2 		$1.26K Hold
27
– – ﹤0.01% 613
2025
Q1 		$1.02K Buy
+27
New +$1.11K ﹤0.01% 700

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ORG Wealth Partners's BTC Position: Q1 2026 in Review

ORG Wealth Partners held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q1 2026 at 27 shares worth $809. The position accounts for ﹤0.01% of the portfolio, ranked #615.

ORG Wealth Partners first reported a position in BTC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.37K in Q3 2025. 487 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • ORG Wealth Partners held 27 shares of Grayscale Bitcoin Mini Trust ETF worth $809 as of Q1 2026.
  • ORG Wealth Partners left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q1 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q1 2026, its #615 holding.
  • ORG Wealth Partners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2025 and has held it in 5 quarters since.
  • ORG Wealth Partners's Grayscale Bitcoin Mini Trust ETF position peaked at $1.37K in Q3 2025.
  • 487 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.