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
Q2 		$1.28K Buy
92
+77
+513% +$804 ﹤0.01% 3887
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 $386M AUM 2.37% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

EverSource Wealth Advisors's MRDN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Meridian Holdings Inc (MRDN) stake by 513% in Q2 2026, buying an estimated $804 and bringing the position to 92 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3887.

EverSource Wealth Advisors first reported a position in MRDN in Q1 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold MRDN as of Q2 2026.

  • EverSource Wealth Advisors held 92 shares of Meridian Holdings Inc worth $1.28K as of Q2 2026.
  • EverSource Wealth Advisors bought 77 Meridian Holdings Inc shares in Q2 2026, an estimated $804.
  • Meridian Holdings Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3887 holding.
  • EverSource Wealth Advisors first reported a position in Meridian Holdings Inc in Q1 2025 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held Meridian Holdings Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.