EWA
MRDN

EverSource Wealth Advisors’s Meridian Holdings Inc MRDN Stock Holding History

EverSource Wealth Advisors’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 		$108 Buy
15
+11
+275% +$89 ﹤0.01% 4261
2025
Q4 		$41 Buy
+4
New +$44 ﹤0.01% 4187
2025
Q3 		– Sell
-5
Closed -$92 – 4385
2025
Q2 		$92 Buy
5
+2
+67% +$44 ﹤0.01% 4136
2025
Q1 		$61 Buy
+3
New +$73 ﹤0.01% 3882

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

EverSource Wealth Advisors's MRDN Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Meridian Holdings Inc (MRDN) stake by 275% in Q1 2026, buying an estimated $89 and bringing the position to 15 shares worth $108. The position accounts for ﹤0.01% of the portfolio, ranked #4261.

EverSource Wealth Advisors first reported a position in MRDN in Q1 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold MRDN as of Q1 2026.

  • EverSource Wealth Advisors held 15 shares of Meridian Holdings Inc worth $108 as of Q1 2026.
  • EverSource Wealth Advisors bought 11 Meridian Holdings Inc shares in Q1 2026, an estimated $89.
  • Meridian Holdings Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4261 holding.
  • EverSource Wealth Advisors first reported a position in Meridian Holdings Inc in Q1 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held Meridian Holdings Inc as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.