MWM
CRCL

Meridian Wealth Management’s Circle Internet Group CRCL Stock Holding History

Meridian Wealth Management’s Portfolio CRCL Stock Details CRCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,114
Closed -$280K – 790
2025
Q3 		$280K Buy
+2,114
New +$335K 0.01% 595

Other funds holding CRCL

Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $437M AUM
AXA
Accel XI Associates Palo Alto, California $162M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meridian Wealth Management's CRCL Position: Q4 2025 in Review

Meridian Wealth Management sold out of Circle Internet Group (CRCL) in Q4 2025, closing a stake of 2,114 shares — an estimated $280K sold.

Meridian Wealth Management first reported a position in CRCL in Q3 2025 and held it in 1 quarter. The position peaked at $280K in Q3 2025. 461 funds tracked by Wall St. Rank hold CRCL as of Q4 2025.

  • Meridian Wealth Management reported no remaining Circle Internet Group position as of Q4 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 2,114 Circle Internet Group shares in Q4 2025, an estimated $280K.
  • Meridian Wealth Management first reported a position in Circle Internet Group in Q3 2025 and held it in 1 quarter.
  • Meridian Wealth Management's Circle Internet Group position peaked at $280K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Circle Internet Group as of Q4 2025.

Based on Meridian Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.