Sandy Cove 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
Q2
$282K Hold
5,520
0.07% 128
2026
Q1
$326K Hold
5,520
0.1% 110
2025
Q4
$421K Buy
5,520
+499
+10% +$43.5K 0.12% 92
2025
Q3
$501K Buy
5,021
+1,213
+32% +$121K 0.16% 80
2025
Q2
$358K Sell
3,808
-257
-6% -$22.1K 0.13% 91
2025
Q1
$293K Buy
4,065
+323
+9% +$26.3K 0.12% 98
2024
Q4
$305K Buy
+3,742
New +$271K 0.12% 98
2024
Q2
Sell
-3,366
Closed -$209K 116
2024
Q1
$209K Buy
+3,366
New +$161K 0.1% 114

Other funds holding FBTC

Sandy Cove Advisors's FBTC Position: Q2 2026 in Review

Sandy Cove Advisors held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 5,520 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #128.

Sandy Cove Advisors first reported a position in FBTC in Q1 2024 and has held it in 8 quarters since. The position peaked at $501K in Q3 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Sandy Cove Advisors held 5,520 shares of Fidelity Wise Origin Bitcoin Fund worth $282K as of Q2 2026.
  • Sandy Cove Advisors left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.07% of Sandy Cove Advisors's portfolio in Q2 2026, its #128 holding.
  • Sandy Cove Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 8 quarters since.
  • Sandy Cove Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $501K in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.