Van Hulzen Asset Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Van Hulzen Asset 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	$2.2M	Sell	43,043 -213,272	-83%	-$13.3M	0.16%	105
2026 Q1	$15.1M	Sell	256,315 -898	-0.3%	-$59.7K	1.12%	29
2025 Q4	$19.6M	Sell	257,213 -1,431	-0.6%	-$125K	1.44%	18
2025 Q3	$25.8M	Sell	258,644 -616	-0.2%	-$61.5K	1.92%	10
2025 Q2	$24.4M	Sell	259,260 -2,237	-0.9%	-$193K	2.03%	9
2025 Q1	$18.8M	Buy	261,497 +2,130	+0.8%	+$173K	1.72%	12
2024 Q4	$21.2M	Sell	259,367 -7,383	-3%	-$536K	1.55%	15
2024 Q3	$14.8M	Buy	266,750 +23,446	+10%	+$1.25M	1.07%	24
2024 Q2	$12.8M	Buy	243,304 +123	+0.1%	+$7.05K	0.86%	37
2024 Q1	$15.1M	Buy	+243,181	New	+$11.6M	1%	32

Other funds holding FBTC

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CPRC

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

PRA

Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

Van Hulzen Asset Management's FBTC Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 83% in Q2 2026, selling an estimated $13.3M and leaving 43,043 shares worth $2.2M. The position accounts for 0.16% of the portfolio, ranked #105.

Van Hulzen Asset Management first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $25.8M in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Van Hulzen Asset Management held 43,043 shares of Fidelity Wise Origin Bitcoin Fund worth $2.2M as of Q2 2026.
Van Hulzen Asset Management sold 213,272 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $13.3M.
Fidelity Wise Origin Bitcoin Fund made up 0.16% of Van Hulzen Asset Management's portfolio in Q2 2026, its #105 holding.
Van Hulzen Asset Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Van Hulzen Asset Management's Fidelity Wise Origin Bitcoin Fund position peaked at $25.8M in Q3 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.