Carson Wealth (CWM LLC)
MRDN

Carson Wealth (CWM LLC)’s Meridian Holdings Inc MRDN Stock Holding History

Carson Wealth (CWM 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 		$4.02K Buy
557
+431
+342% +$3.47K ﹤0.01% 5097
2025
Q4 		$1K Buy
126
+111
+740% +$1.21K ﹤0.01% 5221
2025
Q3 		$0 Sell
15
-57
-79% -$935 ﹤0.01% 5375
2025
Q2 		$1K Buy
72
+54
+300% +$1.18K ﹤0.01% 5003
2025
Q1 		$0 Buy
18
+14
+350% +$340 ﹤0.01% 5110
2024
Q4 		$0 Sell
4
-8
-67% -$223 ﹤0.01% 4998
2024
Q3 		$0 Buy
+12
New +$344 ﹤0.01% 4942

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

Carson Wealth (CWM LLC)'s MRDN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Meridian Holdings Inc (MRDN) stake by 342% in Q1 2026, buying an estimated $3.47K and bringing the position to 557 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #5097.

Carson Wealth (CWM LLC) first reported a position in MRDN in Q3 2024 and has held it in 7 quarters since. 46 funds tracked by Wall St. Rank hold MRDN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 557 shares of Meridian Holdings Inc worth $4.02K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 431 Meridian Holdings Inc shares in Q1 2026, an estimated $3.47K.
  • Meridian Holdings Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5097 holding.
  • Carson Wealth (CWM LLC) first reported a position in Meridian Holdings Inc in Q3 2024 and has held it in 7 quarters since.
  • 46 funds tracked by Wall St. Rank held Meridian Holdings Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.