Essential Partners’s Meridian Holdings Inc MRDN Stock Holding History

Essential Partners’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 Q3	$73	Sell	6 -128	-96%	-$1.74K	﹤0.01%	2729
2026 Q2	$1.86K	Buy	134 +118	+738%	+$1.23K	﹤0.01%	1998
2026 Q1	$116	Buy	16 +14	+700%	+$113	﹤0.01%	2701
2025 Q4	$22	Buy	+2	New	+$22	﹤0.01%	2712

Other funds holding MRDN

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's MRDN Position: Q3 2026 in Review

Essential Partners reduced its Meridian Holdings Inc (MRDN) stake by 96% in Q3 2026, selling an estimated $1.74K and leaving 6 shares worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #2729.

Essential Partners first reported a position in MRDN in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.86K in Q2 2026. 4 funds tracked by Wall St. Rank hold MRDN as of Q3 2026.

Essential Partners held 6 shares of Meridian Holdings Inc worth $73 as of Q3 2026.
Essential Partners sold 128 Meridian Holdings Inc shares in Q3 2026, an estimated $1.74K.
Meridian Holdings Inc made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2729 holding.
Essential Partners first reported a position in Meridian Holdings Inc in Q4 2025 and has held it in 4 quarters since.
Essential Partners's Meridian Holdings Inc position peaked at $1.86K in Q2 2026.
4 funds tracked by Wall St. Rank held Meridian Holdings Inc as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.