Meridian Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$63K	Hold	10,851	–	–	﹤0.01%	818
2026 Q1	$60.2K	Hold	10,851	–	–	﹤0.01%	771
2025 Q4	$68.1K	Hold	10,851	–	–	﹤0.01%	746
2025 Q3	$68.8K	Hold	10,851	–	–	﹤0.01%	700
2025 Q2	$73.9K	Hold	10,851	–	–	﹤0.01%	662
2025 Q1	$71.1K	Hold	10,851	–	–	﹤0.01%	609
2024 Q4	$75.4K	Hold	10,851	–	–	﹤0.01%	614
2024 Q3	$77K	Buy	+10,851	New	+$74.4K	﹤0.01%	616
2024 Q2	–	Sell	-10,851	Closed	-$77.6K	–	487
2024 Q1	$77.6K	Hold	10,851	–	–	0.01%	197
2023 Q4	$69.2K	Sell	10,851 -10,851	-50%	-$66K	﹤0.01%	584
2023 Q3	$128K	Buy	21,702 +10,851	+100%	+$68.9K	0.01%	520
2023 Q2	$70.2K	Hold	10,851	–	–	0.01%	536
2023 Q1	$67.3K	Hold	10,851	–	–	0.01%	534
2022 Q4	$61.9K	Hold	10,851	–	–	0.01%	517
2022 Q3	$60K	Hold	10,851	–	–	0.01%	481
2022 Q2	$68K	Sell	10,851 -15,970	-60%	-$111K	0.01%	544
2022 Q1	$217K	Buy	26,821 +15,970	+147%	+$123K	0.02%	365
2021 Q4	$91K	Buy	+10,851	New	+$91.6K	0.01%	398
2019 Q3	–	Sell	-7,546	Closed	-$48.4K	–	477
2019 Q2	$48.4K	Buy	+7,546	New	+$47.1K	0.02%	376

Other funds holding USA

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Meridian Wealth Management held its Liberty All-Star Equity Fund (USA) position steady in Q2 2026 at 10,851 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Meridian Wealth Management first reported a position in USA in Q2 2019 and has held it in 19 quarters since. The position peaked at $217K in Q1 2022. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Meridian Wealth Management held 10,851 shares of Liberty All-Star Equity Fund worth $63K as of Q2 2026.
Meridian Wealth Management left its Liberty All-Star Equity Fund share count unchanged in Q2 2026.
Liberty All-Star Equity Fund made up ﹤0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #818 holding.
Meridian Wealth Management first reported a position in Liberty All-Star Equity Fund in Q2 2019 and has held it in 19 quarters since.
Meridian Wealth Management's Liberty All-Star Equity Fund position peaked at $217K in Q1 2022.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

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