MWA
O icon

Meridian Wealth Advisors’s Realty Income O Stock Holding History

Meridian Wealth Advisors’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$803K Sell
12,958
-147
-1% -$9.16K 0.09% 115
2026
Q1 		$802K Sell
13,105
-220
-2% -$13.8K 0.11% 104
2025
Q4 		$751K Sell
13,325
-63,220
-83% -$3.66M 0.1% 105
2025
Q3 		$4.65M Buy
76,545
+4,247
+6% +$247K 0.66% 43
2025
Q2 		$4.17M Sell
72,298
-3,013
-4% -$170K 0.66% 42
2025
Q1 		$4.37M Buy
75,311
+28,923
+62% +$1.6M 0.74% 36
2024
Q4 		$2.48M Buy
+46,388
New +$2.7M 0.41% 53

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Meridian Wealth Advisors's O Position: Q2 2026 in Review

Meridian Wealth Advisors reduced its Realty Income (O) stake by 1.1% in Q2 2026, selling an estimated $9.16K and leaving 12,958 shares worth $803K. The position accounts for 0.09% of the portfolio, ranked #115.

Meridian Wealth Advisors first reported a position in O in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.65M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Meridian Wealth Advisors held 12,958 shares of Realty Income worth $803K as of Q2 2026.
  • Meridian Wealth Advisors sold 147 Realty Income shares in Q2 2026, an estimated $9.16K.
  • Realty Income made up 0.09% of Meridian Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • Meridian Wealth Advisors first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • Meridian Wealth Advisors's Realty Income position peaked at $4.65M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.