VSM Wealth Advisory’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.42K Hold
24
﹤0.01% 453
2025
Q4
$1.83K Buy
+24
New +$2.09K ﹤0.01% 411
2025
Q3
Sell
-24
Closed -$2.26K 465
2025
Q2
$2.26K Buy
+24
New +$2.07K ﹤0.01% 466

Other funds holding FBTC

VSM Wealth Advisory's FBTC Position: Q1 2026 in Review

VSM Wealth Advisory held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q1 2026 at 24 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

VSM Wealth Advisory first reported a position in FBTC in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.26K in Q2 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • VSM Wealth Advisory held 24 shares of Fidelity Wise Origin Bitcoin Fund worth $1.42K as of Q1 2026.
  • VSM Wealth Advisory left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q1 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q1 2026, its #453 holding.
  • VSM Wealth Advisory first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 3 quarters since.
  • VSM Wealth Advisory's Fidelity Wise Origin Bitcoin Fund position peaked at $2.26K in Q2 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.