Meridian Wealth Management
STK icon

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
Q3 		$868K Sell
16,145
-1,694
-9% -$87.2K 0.03% 414
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

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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

Meridian Wealth Management's STK Position: Q3 2026 in Review

Meridian Wealth Management reduced its Columbia Seligman Premium Technology Growth Fund (STK) stake by 9.5% in Q3 2026, selling an estimated $87.2K and leaving 16,145 shares worth $868K. The position accounts for 0.03% of the portfolio, ranked #414.

Meridian Wealth Management first reported a position in STK in Q4 2020 and has held it in 20 quarters since. The position peaked at $961K in Q2 2026. 83 funds tracked by Wall St. Rank hold STK as of Q3 2026.

  • Meridian Wealth Management held 16,145 shares of Columbia Seligman Premium Technology Growth Fund worth $868K as of Q3 2026.
  • Meridian Wealth Management sold 1,694 Columbia Seligman Premium Technology Growth Fund shares in Q3 2026, an estimated $87.2K.
  • Columbia Seligman Premium Technology Growth Fund made up 0.03% of Meridian Wealth Management's portfolio in Q3 2026, its #414 holding.
  • Meridian Wealth Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2020 and has held it in 20 quarters since.
  • Meridian Wealth Management's Columbia Seligman Premium Technology Growth Fund position peaked at $961K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.