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
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 $605M AUM 26.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Asset Dedication LLC's MRDN Position: Q1 2026 in Review

Asset Dedication LLC held its Meridian Holdings Inc (MRDN) position steady in Q1 2026 at 833 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Asset Dedication LLC first reported a position in MRDN in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.3K in Q3 2025. 46 funds tracked by Wall St. Rank hold MRDN as of Q1 2026.

  • Asset Dedication LLC held 833 shares of Meridian Holdings Inc worth $6.01K as of Q1 2026.
  • Asset Dedication LLC left its Meridian Holdings Inc share count unchanged in Q1 2026.
  • Meridian Holdings Inc made up ﹤0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #835 holding.
  • Asset Dedication LLC first reported a position in Meridian Holdings Inc in Q3 2025 and has held it in 3 quarters since.
  • Asset Dedication LLC's Meridian Holdings Inc position peaked at $11.3K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Meridian Holdings Inc as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.