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 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	-$1.21K	–	388
2019 Q2	$1.21K	Buy	+3,298	New	+$120K	0.05%	257

Other funds holding OHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Meridian Wealth Management's OHI Position: Q1 2026 in Review

Meridian Wealth Management increased its Omega Healthcare (OHI) stake by 0.06% in Q1 2026, buying an estimated $137 and bringing the position to 4,980 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #733.

Meridian Wealth Management first reported a position in OHI in Q2 2019 and has held it in 11 quarters since. The position peaked at $459K in Q3 2023. 741 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

Meridian Wealth Management held 4,980 shares of Omega Healthcare worth $218K as of Q1 2026.
Meridian Wealth Management bought 3 Omega Healthcare shares in Q1 2026, an estimated $137.
Omega Healthcare made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #733 holding.
Meridian Wealth Management first reported a position in Omega Healthcare in Q2 2019 and has held it in 11 quarters since.
Meridian Wealth Management's Omega Healthcare position peaked at $459K in Q3 2023.
741 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.