MWA
NYC

Merkkuri Wealth Advisors’s American Strategic Investment Co NYC Stock Holding History

Merkkuri Wealth Advisors’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$963 Buy
+113
New +$1.02K ﹤0.01% 350

Other funds holding NYC

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $491M AUM 12.29% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.24B AUM 22.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Merkkuri Wealth Advisors's NYC Position: Q1 2026 in Review

Merkkuri Wealth Advisors opened a new position in American Strategic Investment Co (NYC) in Q1 2026: 113 shares worth $963. The stake represents ﹤0.01% of the portfolio and ranks #350 among its holdings.

17 funds tracked by Wall St. Rank hold NYC as of Q1 2026.

  • Merkkuri Wealth Advisors held 113 shares of American Strategic Investment Co worth $963 as of Q1 2026.
  • American Strategic Investment Co was a new Merkkuri Wealth Advisors position in Q1 2026.
  • American Strategic Investment Co made up ﹤0.01% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #350 holding.
  • 17 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.