MWM
STEW

Meridian Wealth Management’s SRH Total Return Fund STEW Stock Holding History

Meridian Wealth Management’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$425K Sell
23,756
-700
-3% -$12.4K 0.01% 587
2026
Q1 		$418K Sell
24,456
-1,400
-5% -$24.9K 0.01% 556
2025
Q4 		$479K Hold
25,856
– – 0.02% 508
2025
Q3 		$470K Buy
+25,856
New +$465K 0.02% 491

Other funds holding STEW

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

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

Meridian Wealth Management reduced its SRH Total Return Fund (STEW) stake by 2.9% in Q2 2026, selling an estimated $12.4K and leaving 23,756 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #587.

Meridian Wealth Management first reported a position in STEW in Q3 2025 and has held it in 4 quarters since. The position peaked at $479K in Q4 2025. 128 funds tracked by Wall St. Rank hold STEW as of Q2 2026.

  • Meridian Wealth Management held 23,756 shares of SRH Total Return Fund worth $425K as of Q2 2026.
  • Meridian Wealth Management sold 700 SRH Total Return Fund shares in Q2 2026, an estimated $12.4K.
  • SRH Total Return Fund made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #587 holding.
  • Meridian Wealth Management first reported a position in SRH Total Return Fund in Q3 2025 and has held it in 4 quarters since.
  • Meridian Wealth Management's SRH Total Return Fund position peaked at $479K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2026.

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