AW
MRDN

Avion Wealth’s Meridian Holdings Inc MRDN Stock Holding History

Avion Wealth’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
2025
Q4 		– Hold
0
– – – 1367
2025
Q3 		– Hold
0
– – – 1327
2025
Q2 		– Hold
0
– – – 1336
2025
Q1 		– Hold
0
– – – 1155
2024
Q4 		– Hold
0
– – – 1113
2024
Q3 		– Hold
0
– – – 1134
2024
Q2 		– Hold
0
– – – 1064
2024
Q1 		– Hold
0
– – – 952
2023
Q4 		– Hold
0
– – – 1179
2023
Q3 		– Hold
0
– – – 955
2023
Q2 		– Hold
0
– – – 845
2023
Q1 		– Hold
0
– – – 626
2022
Q4 		– Hold
0
– – – 495
2022
Q3 		– Hold
0
– – – 534
2022
Q2 		– Hold
0
– – – 530
2022
Q1 		– Hold
0
– – – 412

Other funds holding MRDN

TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return