Steward Partners Investment Advisory’s Meridian Holdings Inc MRDN Stock Holding History

Steward Partners Investment Advisory’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	$5.79K	Hold	416	–	–	﹤0.01%	3917
2026 Q1	$3K	Sell	416 -1	-0.2%	-$8	﹤0.01%	3936
2025 Q4	$4K	Hold	417	–	–	﹤0.01%	3761
2025 Q3	$5.65K	Sell	417 -166	-28%	-$2.72K	﹤0.01%	3621
2025 Q2	$11.9K	Sell	583 -334	-36%	-$7.26K	﹤0.01%	3133
2025 Q1	$21.7K	Sell	917 -250	-21%	-$6.07K	﹤0.01%	2774
2024 Q4	$27.7K	Hold	1,167	–	–	﹤0.01%	2625
2024 Q3	$32.6K	Hold	1,167	–	–	﹤0.01%	2442
2024 Q2	$34.6K	Buy	1,167 +167	+17%	+$7.66K	﹤0.01%	2279
2024 Q1	$34.3K	Buy	1,000 +750	+300%	+$25.2K	﹤0.01%	2286
2023 Q4	$7.23K	Hold	250	–	–	﹤0.01%	2828
2023 Q3	$8.82K	Buy	+250	New	+$7.67K	﹤0.01%	2641

Other funds holding MRDN

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Steward Partners Investment Advisory's MRDN Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Meridian Holdings Inc (MRDN) position steady in Q2 2026 at 416 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #3917.

Steward Partners Investment Advisory first reported a position in MRDN in Q3 2023 and has held it in 12 quarters since. The position peaked at $34.6K in Q2 2024. 36 funds tracked by Wall St. Rank hold MRDN as of Q2 2026.

Steward Partners Investment Advisory held 416 shares of Meridian Holdings Inc worth $5.79K as of Q2 2026.
Steward Partners Investment Advisory left its Meridian Holdings Inc share count unchanged in Q2 2026.
Meridian Holdings Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3917 holding.
Steward Partners Investment Advisory first reported a position in Meridian Holdings Inc in Q3 2023 and has held it in 12 quarters since.
Steward Partners Investment Advisory's Meridian Holdings Inc position peaked at $34.6K in Q2 2024.
36 funds tracked by Wall St. Rank held Meridian Holdings Inc as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.