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 Q1	$641K	Sell	10,030 -50	-0.5%	-$3.33K	0.19%	77
2025 Q4	$593K	Buy	10,080 +111	+1%	+$9.69K	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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sweeney & Michel's FBTC Position: Q1 2026 in Review

Sweeney & Michel reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.5% in Q1 2026, selling an estimated $3.33K and leaving 10,030 shares worth $641K. The position accounts for 0.19% of the portfolio, ranked #77.

Sweeney & Michel first reported a position in FBTC in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q2 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

Sweeney & Michel held 10,030 shares of Fidelity Wise Origin Bitcoin Fund worth $641K as of Q1 2026.
Sweeney & Michel sold 50 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $3.33K.
Fidelity Wise Origin Bitcoin Fund made up 0.19% of Sweeney & Michel's portfolio in Q1 2026, its #77 holding.
Sweeney & Michel first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 8 quarters since.
Sweeney & Michel's Fidelity Wise Origin Bitcoin Fund position peaked at $1.02M in Q2 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.