Sweeney & Michel’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Sweeney & Michel’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 Q3	$665K	Sell	9,153 -127	-1%	-$7.87K	0.18%	82
2026 Q2	$525K	Sell	9,280 -750	-7%	-$46.9K	0.14%	92
2026 Q1	$641K	Sell	10,030 -50	-0.5%	-$3.33K	0.19%	77
2025 Q4	$593K	Buy	10,080 +111	+1%	+$9.7K	0.18%	82
2025 Q3	$1.01M	Buy	9,969 +116	+1%	+$11.6K	0.34%	50
2025 Q2	$1.02M	Buy	9,853 +60	+0.6%	+$5.16K	0.36%	49
2025 Q1	$656K	Buy	+9,793	New	+$796K	0.29%	60
2024 Q3	$510K	Buy	8,503 +268	+3%	+$14.3K	0.2%	75
2024 Q2	$417K	Buy	8,235 +300	+4%	+$17.2K	0.18%	79
2024 Q1	$427K	Buy	+7,935	New	+$380K	0.19%	76

Other funds holding FBTC

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Sweeney & Michel's FBTC Position: Q3 2026 in Review

Sweeney & Michel reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.4% in Q3 2026, selling an estimated $7.87K and leaving 9,153 shares worth $665K. The position accounts for 0.18% of the portfolio, ranked #82.

Sweeney & Michel first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.02M in Q2 2025. 182 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Sweeney & Michel held 9,153 shares of Fidelity Wise Origin Bitcoin Fund worth $665K as of Q3 2026.
Sweeney & Michel sold 127 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $7.87K.
Fidelity Wise Origin Bitcoin Fund made up 0.18% of Sweeney & Michel's portfolio in Q3 2026, its #82 holding.
Sweeney & Michel first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Sweeney & Michel's Fidelity Wise Origin Bitcoin Fund position peaked at $1.02M in Q2 2025.
182 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.