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 Q2	$687K	Sell	13,449 -5,363	-29%	-$335K	0.02%	470
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

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Meridian Wealth Management's FBTC Position: Q2 2026 in Review

Meridian Wealth Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 29% in Q2 2026, selling an estimated $335K and leaving 13,449 shares worth $687K. The position accounts for 0.02% of the portfolio, ranked #470.

Meridian Wealth Management first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.07M in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Meridian Wealth Management held 13,449 shares of Fidelity Wise Origin Bitcoin Fund worth $687K as of Q2 2026.
Meridian Wealth Management sold 5,363 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $335K.
Fidelity Wise Origin Bitcoin Fund made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #470 holding.
Meridian Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
Meridian Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $2.07M in Q3 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.