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Heritage Wealth Management (California)’s Mercado Libre MELI Stock Holding History

Heritage Wealth Management (California)’s Portfolio MELI Stock Details MELI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$221K Sell
130
-1
-0.8% -$1.71K 0.08% 94
2026
Q1 		$227K Buy
131
+6
+5% +$11.6K 0.12% 85
2025
Q4 		$252K Sell
125
-1
-0.8% -$2.1K 0.16% 79
2025
Q3 		$294K Hold
126
– – 0.2% 71
2025
Q2 		$329K Sell
126
-1
-0.8% -$2.33K 0.22% 66
2025
Q1 		$248K Buy
127
+1
+0.8% +$1.99K 0.19% 73
2024
Q4 		$214K Hold
126
– – 0.15% 82
2024
Q3 		$259K Buy
+126
New +$237K 0.18% 78

Other funds holding MELI

CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Heritage Wealth Management (California)'s MELI Position: Q2 2026 in Review

Heritage Wealth Management (California) reduced its Mercado Libre (MELI) stake by 0.76% in Q2 2026, selling an estimated $1.71K and leaving 130 shares worth $221K. The position accounts for 0.08% of the portfolio, ranked #94.

Heritage Wealth Management (California) first reported a position in MELI in Q3 2024 and has held it in 8 quarters since. The position peaked at $329K in Q2 2025. 541 funds tracked by Wall St. Rank hold MELI as of Q2 2026.

  • Heritage Wealth Management (California) held 130 shares of Mercado Libre worth $221K as of Q2 2026.
  • Heritage Wealth Management (California) sold 1 Mercado Libre share in Q2 2026, an estimated $1.71K.
  • Mercado Libre made up 0.08% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #94 holding.
  • Heritage Wealth Management (California) first reported a position in Mercado Libre in Q3 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (California)'s Mercado Libre position peaked at $329K in Q2 2025.
  • 541 funds tracked by Wall St. Rank held Mercado Libre as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.