IWC
MRDN

Integrated Wealth Concepts’s Meridian Holdings Inc MRDN Stock Holding History

Integrated Wealth Concepts’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 		$3.17K Buy
+228
New +$2.38K ﹤0.01% 5194

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

Integrated Wealth Concepts's MRDN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Meridian Holdings Inc (MRDN) in Q2 2026: 228 shares worth $3.17K. The stake represents ﹤0.01% of the portfolio and ranks #5194 among its holdings.

39 funds tracked by Wall St. Rank hold MRDN as of Q2 2026.

  • Integrated Wealth Concepts held 228 shares of Meridian Holdings Inc worth $3.17K as of Q2 2026.
  • Meridian Holdings Inc was a new Integrated Wealth Concepts position in Q2 2026.
  • Meridian Holdings Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5194 holding.
  • 39 funds tracked by Wall St. Rank held Meridian Holdings Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.