Simon Quick 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
$246K Buy
4,813
+234
+5% +$14.6K 0.01% 371
2026
Q1
$270K Hold
4,579
0.01% 319
2025
Q4
$349K Hold
4,579
0.02% 293
2025
Q3
$457K Buy
4,579
+640
+16% +$63.9K 0.02% 279
2025
Q2
$370K Hold
3,939
0.02% 277
2025
Q1
$283K Hold
3,939
0.02% 454
2024
Q4
$321K Buy
+3,939
New +$286K 0.02% 343

Other funds holding FBTC

Simon Quick Advisors's FBTC Position: Q2 2026 in Review

Simon Quick Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 5.1% in Q2 2026, buying an estimated $14.6K and bringing the position to 4,813 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #371.

Simon Quick Advisors first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $457K in Q3 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Simon Quick Advisors held 4,813 shares of Fidelity Wise Origin Bitcoin Fund worth $246K as of Q2 2026.
  • Simon Quick Advisors bought 234 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $14.6K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #371 holding.
  • Simon Quick Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • Simon Quick Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $457K in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.