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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$39.7K Buy
672
+26
+4% +$1.73K 0.01% 442
2025
Q4
$49.2K Buy
646
+17
+3% +$1.48K 0.01% 396
2025
Q3
$62.7K Buy
629
+343
+120% +$34.3K 0.01% 335
2025
Q2
$26.9K Buy
286
+11
+4% +$947 ﹤0.01% 463
2025
Q1
$19.8K Hold
275
﹤0.01% 492
2024
Q4
$22.4K Buy
+275
New +$19.9K ﹤0.01% 481

Other funds holding FBTC

Physician Wealth Advisors's FBTC Position: Q1 2026 in Review

Physician Wealth Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 4% in Q1 2026, buying an estimated $1.73K and bringing the position to 672 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #442.

Physician Wealth Advisors first reported a position in FBTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $62.7K in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Physician Wealth Advisors held 672 shares of Fidelity Wise Origin Bitcoin Fund worth $39.7K as of Q1 2026.
  • Physician Wealth Advisors bought 26 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $1.73K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #442 holding.
  • Physician Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $62.7K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.