MWM
OHI icon

Meridian Wealth Management’s Omega Healthcare OHI Stock Holding History

Meridian Wealth Management’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$239K Buy
5,022
+42
+0.8% +$1.95K 0.01% 740
2026
Q1 		$218K Buy
4,980
+3
+0.1% +$137 0.01% 733
2025
Q4 		$221K Sell
4,977
-174
-3% -$7.5K 0.01% 696
2025
Q3 		$217K Buy
+5,151
New +$208K 0.01% 659
2025
Q1 		– Sell
-6,020
Closed -$228K – 642
2024
Q4 		$228K Buy
6,020
+250
+4% +$9.99K 0.01% 576
2024
Q3 		$235K Buy
+5,770
New +$218K 0.01% 578
2023
Q4 		– Sell
-13,834
Closed -$459K – 609
2023
Q3 		$459K Buy
13,834
+6,917
+100% +$221K 0.03% 384
2023
Q2 		$212K Sell
6,917
-1,000
-13% -$28.9K 0.02% 508
2023
Q1 		$217K Buy
7,917
+147
+2% +$4.09K 0.02% 494
2022
Q4 		$217K Hold
7,770
– – 0.02% 475
2022
Q3 		$229K Buy
+7,770
New +$244K 0.02% 427
2019
Q3 		– Sell
-3,298
Closed -$121K – 388
2019
Q2 		$121K Buy
+3,298
New +$120K 0.05% 257

Other funds holding OHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Meridian Wealth Management's OHI Position: Q2 2026 in Review

Meridian Wealth Management increased its Omega Healthcare (OHI) stake by 0.84% in Q2 2026, buying an estimated $1.95K and bringing the position to 5,022 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #740.

Meridian Wealth Management first reported a position in OHI in Q2 2019 and has held it in 12 quarters since. The position peaked at $459K in Q3 2023. 761 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Meridian Wealth Management held 5,022 shares of Omega Healthcare worth $239K as of Q2 2026.
  • Meridian Wealth Management bought 42 Omega Healthcare shares in Q2 2026, an estimated $1.95K.
  • Omega Healthcare made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #740 holding.
  • Meridian Wealth Management first reported a position in Omega Healthcare in Q2 2019 and has held it in 12 quarters since.
  • Meridian Wealth Management's Omega Healthcare position peaked at $459K in Q3 2023.
  • 761 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.