Meridian Wealth Management’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$231K	Sell	5,611 -1,250	-18%	-$49.4K	0.01%	752
2026 Q1	$244K	Buy	6,861 +1,133	+20%	+$42.4K	0.01%	699
2025 Q4	$219K	Buy	5,728 +330	+6%	+$12.6K	0.01%	700
2025 Q3	$204K	Buy	+5,398	New	+$197K	0.01%	683

Other funds holding TCAF

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Meridian Wealth Management reduced its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 18% in Q2 2026, selling an estimated $49.4K and leaving 5,611 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #752.

Meridian Wealth Management first reported a position in TCAF in Q3 2025 and has held it in 4 quarters since. The position peaked at $244K in Q1 2026. 358 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

Meridian Wealth Management held 5,611 shares of T. Rowe Price Capital Appreciation Equity ETF worth $231K as of Q2 2026.
Meridian Wealth Management sold 1,250 T. Rowe Price Capital Appreciation Equity ETF shares in Q2 2026, an estimated $49.4K.
T. Rowe Price Capital Appreciation Equity ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #752 holding.
Meridian Wealth Management first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q3 2025 and has held it in 4 quarters since.
Meridian Wealth Management's T. Rowe Price Capital Appreciation Equity ETF position peaked at $244K in Q1 2026.
358 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

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