United Capital Management of KS’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

United Capital Management of KS’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	$27.7M	Sell	543,285 -20,462	-4%	-$1.28M	3.63%	3
2026 Q1	$33.3M	Buy	563,747 +5,427	+1%	+$361K	5.04%	2
2025 Q4	$42.6M	Sell	558,320 -6,967	-1%	-$608K	5.96%	2
2025 Q3	$56.4M	Sell	565,287 -2,173	-0.4%	-$217K	7.68%	2
2025 Q2	$53.3M	Buy	567,460 +216	+0%	+$18.6K	8.36%	1
2025 Q1	$40.8M	Sell	567,244 -2,208	-0.4%	-$180K	8.43%	1
2024 Q4	$46.5M	Buy	569,452 +9,949	+2%	+$722K	8.45%	1
2024 Q3	$31.1M	Buy	559,503 +198,825	+55%	+$10.6M	6.76%	2
2024 Q2	$18.9M	Buy	360,678 +11,279	+3%	+$647K	4.17%	5
2024 Q1	$21.7M	Buy	+349,399	New	+$16.7M	4.97%	3

Other funds holding FBTC

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AWP

Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

United Capital Management of KS's FBTC Position: Q2 2026 in Review

United Capital Management of KS reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 3.6% in Q2 2026, selling an estimated $1.28M and leaving 543,285 shares worth $27.7M. The position accounts for 3.63% of the portfolio, ranked #3.

United Capital Management of KS first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $56.4M in Q3 2025. 343 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

United Capital Management of KS held 543,285 shares of Fidelity Wise Origin Bitcoin Fund worth $27.7M as of Q2 2026.
United Capital Management of KS sold 20,462 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $1.28M.
Fidelity Wise Origin Bitcoin Fund made up 3.63% of United Capital Management of KS's portfolio in Q2 2026, its #3 holding.
United Capital Management of KS first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
United Capital Management of KS's Fidelity Wise Origin Bitcoin Fund position peaked at $56.4M in Q3 2025.
343 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.