RIL
MRDN

Rothschild Investment LLC’s Meridian Holdings Inc MRDN Stock Holding History

Rothschild Investment LLC’s Portfolio MRDN Stock Details MRDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$348 Buy
25
+21
+525% +$219 ﹤0.01% 3341
2026
Q1 		$29 Buy
4
+3
+300% +$24 ﹤0.01% 3514
2025
Q4 		$5 Buy
+1
New +$11 ﹤0.01% 3400

Other funds holding MRDN

CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Rothschild Investment LLC's MRDN Position: Q2 2026 in Review

Rothschild Investment LLC increased its Meridian Holdings Inc (MRDN) stake by 525% in Q2 2026, buying an estimated $219 and bringing the position to 25 shares worth $348. The position accounts for ﹤0.01% of the portfolio, ranked #3341.

Rothschild Investment LLC first reported a position in MRDN in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold MRDN as of Q2 2026.

  • Rothschild Investment LLC held 25 shares of Meridian Holdings Inc worth $348 as of Q2 2026.
  • Rothschild Investment LLC bought 21 Meridian Holdings Inc shares in Q2 2026, an estimated $219.
  • Meridian Holdings Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3341 holding.
  • Rothschild Investment LLC first reported a position in Meridian Holdings Inc in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Meridian Holdings Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.