MWP
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Meriwether Wealth & Planning’s Urban Edge Properties UE Stock Holding History

Meriwether Wealth & Planning’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.79K Buy
+194
New +$4.21K ﹤0.01% 557

Other funds holding UE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Meriwether Wealth & Planning's UE Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Urban Edge Properties (UE) in Q3 2026: 194 shares worth $3.79K. The stake represents ﹤0.01% of the portfolio and ranks #557 among its holdings.

10 funds tracked by Wall St. Rank hold UE as of Q3 2026.

  • Meriwether Wealth & Planning held 194 shares of Urban Edge Properties worth $3.79K as of Q3 2026.
  • Urban Edge Properties was a new Meriwether Wealth & Planning position in Q3 2026.
  • Urban Edge Properties made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #557 holding.
  • 10 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.