ADL
MRDN

Asset Dedication LLC’s Meridian Holdings Inc MRDN Stock Holding History

Asset Dedication LLC’s Portfolio MRDN Stock Details MRDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.6K Hold
833
– – ﹤0.01% 761
2026
Q1 		$6.01K Hold
833
– – ﹤0.01% 835
2025
Q4 		$8.01K Hold
833
– – ﹤0.01% 821
2025
Q3 		$11.3K Buy
+833
New +$13.7K ﹤0.01% 786

Other funds holding MRDN

TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Asset Dedication LLC's MRDN Position: Q2 2026 in Review

Asset Dedication LLC held its Meridian Holdings Inc (MRDN) position steady in Q2 2026 at 833 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Asset Dedication LLC first reported a position in MRDN in Q3 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold MRDN as of Q2 2026.

  • Asset Dedication LLC held 833 shares of Meridian Holdings Inc worth $11.6K as of Q2 2026.
  • Asset Dedication LLC left its Meridian Holdings Inc share count unchanged in Q2 2026.
  • Meridian Holdings Inc made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #761 holding.
  • Asset Dedication LLC first reported a position in Meridian Holdings Inc in Q3 2025 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held Meridian Holdings Inc as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.