Upper Left Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Upper Left Wealth Management’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	$703K	Buy	13,774 +693	+5%	+$43.3K	0.39%	48
2026 Q1	$772K	Buy	13,081 +3,414	+35%	+$227K	0.46%	40
2025 Q4	$737K	Buy	9,667 +992	+11%	+$86.6K	0.45%	42
2025 Q3	$866K	Sell	8,675 -30	-0.3%	-$3K	0.54%	38
2025 Q2	$818K	Sell	8,705 -670	-7%	-$57.7K	0.55%	39
2025 Q1	$675K	Buy	9,375 +2,993	+47%	+$243K	0.48%	42
2024 Q4	$521K	Sell	6,382 -1,220	-16%	-$88.5K	0.45%	45
2024 Q3	$389K	Buy	+7,602	New	+$405K	0.34%	49

Other funds holding FBTC

LWAM

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

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Upper Left Wealth Management's FBTC Position: Q2 2026 in Review

Upper Left Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 5.3% in Q2 2026, buying an estimated $43.3K and bringing the position to 13,774 shares worth $703K. The position accounts for 0.39% of the portfolio, ranked #48.

Upper Left Wealth Management first reported a position in FBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $866K in Q3 2025. 103 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Upper Left Wealth Management held 13,774 shares of Fidelity Wise Origin Bitcoin Fund worth $703K as of Q2 2026.
Upper Left Wealth Management bought 693 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $43.3K.
Fidelity Wise Origin Bitcoin Fund made up 0.39% of Upper Left Wealth Management's portfolio in Q2 2026, its #48 holding.
Upper Left Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 8 quarters since.
Upper Left Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $866K in Q3 2025.
103 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.