Meridian Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Meridian Wealth 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 Q1	$1.11M	Sell	18,812 -2,353	-11%	-$157K	0.04%	335
2025 Q4	$1.61M	Buy	21,165 +435	+2%	+$38K	0.06%	259
2025 Q3	$2.07M	Sell	20,730 -425	-2%	-$42.5K	0.08%	212
2025 Q2	$1.99M	Buy	21,155 +770	+4%	+$66.3K	0.08%	205
2025 Q1	$1.47M	Sell	20,385 -20	-0.1%	-$1.63K	0.07%	215
2024 Q4	$1.66M	Buy	20,405 +2,367	+13%	+$172K	0.08%	211
2024 Q3	$1M	Buy	+18,038	New	+$962K	0.05%	283
2024 Q2	–	Sell	-15,276	Closed	-$948K	–	366
2024 Q1	$948K	Buy	+15,276	New	+$731K	0.16%	94

Other funds holding FBTC

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Meridian Wealth Management's FBTC Position: Q1 2026 in Review

Meridian Wealth Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 11% in Q1 2026, selling an estimated $157K and leaving 18,812 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #335.

Meridian Wealth Management first reported a position in FBTC in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.07M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

Meridian Wealth Management held 18,812 shares of Fidelity Wise Origin Bitcoin Fund worth $1.11M as of Q1 2026.
Meridian Wealth Management sold 2,353 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $157K.
Fidelity Wise Origin Bitcoin Fund made up 0.04% of Meridian Wealth Management's portfolio in Q1 2026, its #335 holding.
Meridian Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 8 quarters since.
Meridian Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $2.07M in Q3 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

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