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Meridian Wealth Management’s Fortress Biotech FBIO Stock Holding History

Meridian Wealth Management’s Portfolio FBIO Stock Details FBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,000
Closed -$20.3K – 629
2024
Q4 		$20.3K Sell
10,000
-10,500
-51% -$19K ﹤0.01% 624
2024
Q3 		$29.6K Sell
20,500
-45,000
-69% -$85.7K ﹤0.01% 624
2024
Q2 		$112K Buy
+65,500
New +$119K 0.01% 281

Other funds holding FBIO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Shikiar Asset Management New York $347M AUM 23.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Meridian Wealth Management's FBIO Position: Q1 2025 in Review

Meridian Wealth Management sold out of Fortress Biotech (FBIO) in Q1 2025, closing a stake of 10,000 shares — an estimated $20.3K sold.

Meridian Wealth Management first reported a position in FBIO in Q2 2024 and held it in 3 quarters. The position peaked at $112K in Q2 2024. 46 funds tracked by Wall St. Rank hold FBIO as of Q1 2025.

  • Meridian Wealth Management reported no remaining Fortress Biotech position as of Q1 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 10,000 Fortress Biotech shares in Q1 2025, an estimated $20.3K.
  • Meridian Wealth Management first reported a position in Fortress Biotech in Q2 2024 and held it in 3 quarters.
  • Meridian Wealth Management's Fortress Biotech position peaked at $112K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Fortress Biotech as of Q1 2025.

Based on Meridian Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.