MWM
STK

Meridian Wealth Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Meridian Wealth Management’s Portfolio STK Stock Details STK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$961K Buy
17,839
+92
+0.5% +$4.57K 0.03% 388
2026
Q1 		$673K Buy
17,747
+13
+0.1% +$512 0.02% 438
2025
Q4 		$652K Buy
17,734
+610
+4% +$22.4K 0.02% 438
2025
Q3 		$605K Sell
17,124
-295
-2% -$9.43K 0.02% 430
2025
Q2 		$530K Buy
17,419
+64
+0.4% +$1.81K 0.02% 432
2025
Q1 		$486K Buy
17,355
+1,898
+12% +$59.7K 0.02% 414
2024
Q4 		$494K Buy
15,457
+83
+0.5% +$2.77K 0.02% 409
2024
Q3 		$515K Buy
15,374
+4,879
+46% +$159K 0.03% 402
2024
Q2 		$349K Buy
+10,495
New +$334K 0.04% 218
2024
Q1 		– Sell
-7,768
Closed -$245K – 499
2023
Q4 		$245K Buy
7,768
+90
+1% +$2.6K 0.02% 531
2023
Q3 		$209K Buy
7,678
+92
+1% +$2.71K 0.01% 505
2023
Q2 		$233K Sell
7,586
-408
-5% -$11.5K 0.02% 491
2023
Q1 		$222K Buy
+7,994
New +$210K 0.02% 487
2022
Q2 		– Sell
-8,515
Closed -$273K – 578
2022
Q1 		$273K Buy
8,515
+375
+5% +$12.2K 0.03% 330
2021
Q4 		$301K Sell
8,140
-722
-8% -$26.1K 0.03% 315
2021
Q3 		$292K Sell
8,862
-659
-7% -$22.3K 0.04% 309
2021
Q2 		$338K Buy
9,521
+18
+0.2% +$608 0.04% 285
2021
Q1 		$297K Buy
9,503
+211
+2% +$6.24K 0.04% 281
2020
Q4 		$253K Buy
+9,292
New +$227K 0.04% 279

Other funds holding STK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $295M AUM
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Meridian Wealth Management increased its Columbia Seligman Premium Technology Growth Fund (STK) stake by 0.52% in Q2 2026, buying an estimated $4.57K and bringing the position to 17,839 shares worth $961K. The position accounts for 0.03% of the portfolio, ranked #388.

Meridian Wealth Management first reported a position in STK in Q4 2020 and has held it in 19 quarters since. 100 funds tracked by Wall St. Rank hold STK as of Q2 2026.

  • Meridian Wealth Management held 17,839 shares of Columbia Seligman Premium Technology Growth Fund worth $961K as of Q2 2026.
  • Meridian Wealth Management bought 92 Columbia Seligman Premium Technology Growth Fund shares in Q2 2026, an estimated $4.57K.
  • Columbia Seligman Premium Technology Growth Fund made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #388 holding.
  • Meridian Wealth Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2020 and has held it in 19 quarters since.
  • 100 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

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