QTR Family Wealth’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
$2.8M Sell
43,284
-2,577
-6% -$171K 1.17% 16
2025
Q4
$2.75M Sell
45,861
-6,459
-12% -$564K 1.21% 16
2025
Q3
$5.22M Buy
52,320
+157
+0.3% +$15.7K 2.48% 7
2025
Q2
$4.9M Sell
52,163
-36,924
-41% -$3.18M 3.04% 5
2025
Q1
$6.41M Buy
+89,087
New +$7.24M 4.83% 2

Other funds holding FBTC

QTR Family Wealth's FBTC Position: Q1 2026 in Review

QTR Family Wealth reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 5.6% in Q1 2026, selling an estimated $171K and leaving 43,284 shares worth $2.8M. The position accounts for 1.17% of the portfolio, ranked #16.

QTR Family Wealth first reported a position in FBTC in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.41M in Q1 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • QTR Family Wealth held 43,284 shares of Fidelity Wise Origin Bitcoin Fund worth $2.8M as of Q1 2026.
  • QTR Family Wealth sold 2,577 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $171K.
  • Fidelity Wise Origin Bitcoin Fund made up 1.17% of QTR Family Wealth's portfolio in Q1 2026, its #16 holding.
  • QTR Family Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $6.41M in Q1 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.