SWP
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Sagespring Wealth Partners’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Sagespring Wealth Partners’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 		– Sell
-3,535
Closed -$209K – 852
2026
Q1 		$209K Buy
3,535
+422
+14% +$28.1K ﹤0.01% 771
2025
Q4 		$237K Buy
+3,113
New +$272K ﹤0.01% 701

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UCMOK
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EWA
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BFA
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HighTower Advisors
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LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Sagespring Wealth Partners's FBTC Position: Q2 2026 in Review

Sagespring Wealth Partners sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026, closing a stake of 3,535 shares — an estimated $209K sold.

Sagespring Wealth Partners first reported a position in FBTC in Q4 2025 and held it in 2 quarters. The position peaked at $237K in Q4 2025. 424 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Sagespring Wealth Partners reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 3,535 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $209K.
  • Sagespring Wealth Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and held it in 2 quarters.
  • Sagespring Wealth Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $237K in Q4 2025.
  • 424 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.