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

VSM Wealth Advisory’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 		$1.23K Hold
24
– – ﹤0.01% 463
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

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
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
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
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

VSM Wealth Advisory's FBTC Position: Q2 2026 in Review

VSM Wealth Advisory held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 24 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

VSM Wealth Advisory first reported a position in FBTC in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.26K in Q2 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • VSM Wealth Advisory held 24 shares of Fidelity Wise Origin Bitcoin Fund worth $1.23K as of Q2 2026.
  • VSM Wealth Advisory left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #463 holding.
  • VSM Wealth Advisory first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 4 quarters since.
  • VSM Wealth Advisory's Fidelity Wise Origin Bitcoin Fund position peaked at $2.26K in Q2 2025.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.