Meridian Wealth Management’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

Meridian Wealth Management’s Portfolio QLC Stock Details QLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$506K	Hold	6,478	–	–	0.02%	511
2025 Q4	$525K	Hold	6,478	–	–	0.02%	494
2025 Q3	$505K	Hold	6,478	–	–	0.02%	474
2025 Q2	$461K	Hold	6,478	–	–	0.02%	466
2025 Q1	$413K	Hold	6,478	–	–	0.02%	451
2024 Q4	$430K	Hold	6,478	–	–	0.02%	442
2024 Q3	$421K	Hold	6,478	–	–	0.02%	446
2024 Q2	$399K	Buy	+6,478	New	+$382K	0.05%	200
2024 Q1	–	Sell	-6,478	Closed	-$343K	–	425
2023 Q4	$343K	Hold	6,478	–	–	0.02%	467
2023 Q3	$309K	Hold	6,478	–	–	0.02%	447
2023 Q2	$318K	Hold	6,478	–	–	0.03%	422
2023 Q1	$294K	Hold	6,478	–	–	0.03%	430
2022 Q4	$276K	Hold	6,478	–	–	0.03%	433
2022 Q3	$257K	Hold	6,478	–	–	0.03%	399
2022 Q2	$272K	Hold	6,478	–	–	0.02%	451
2022 Q1	$324K	Hold	6,478	–	–	0.04%	300
2021 Q4	$338K	Hold	6,478	–	–	0.04%	301
2021 Q3	$307K	Buy	+6,478	New	+$317K	0.04%	300

Other funds holding QLC

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Meridian Wealth Management held its FlexShares US Quality Large Cap Index Fund (QLC) position steady in Q1 2026 at 6,478 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #511.

Meridian Wealth Management first reported a position in QLC in Q3 2021 and has held it in 18 quarters since. The position peaked at $525K in Q4 2025. 66 funds tracked by Wall St. Rank hold QLC as of Q1 2026.

Meridian Wealth Management held 6,478 shares of FlexShares US Quality Large Cap Index Fund worth $506K as of Q1 2026.
Meridian Wealth Management left its FlexShares US Quality Large Cap Index Fund share count unchanged in Q1 2026.
FlexShares US Quality Large Cap Index Fund made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #511 holding.
Meridian Wealth Management first reported a position in FlexShares US Quality Large Cap Index Fund in Q3 2021 and has held it in 18 quarters since.
Meridian Wealth Management's FlexShares US Quality Large Cap Index Fund position peaked at $525K in Q4 2025.
66 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q1 2026.

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