True Wealth Design’s Meridian Holdings Inc MRDN Stock Holding History

True Wealth Design’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 Q3	–	Sell	-30	Closed	-$418	–	2660
2026 Q2	$418	Buy	30 +20	+200%	+$209	﹤0.01%	2254
2026 Q1	$73	Buy	+10	New	+$81	﹤0.01%	2514
2025 Q3	–	Sell	-1	Closed	-$16	–	2783
2025 Q2	$16	Hold	1	–	–	﹤0.01%	2524
2025 Q1	$22	Buy	+1	New	+$24	﹤0.01%	2569

Other funds holding MRDN

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's MRDN Position: Q3 2026 in Review

True Wealth Design sold out of Meridian Holdings Inc (MRDN) in Q3 2026, closing a stake of 30 shares — an estimated $418 sold.

True Wealth Design first reported a position in MRDN in Q1 2025 and held it in 4 quarters. The position peaked at $418 in Q2 2026. 4 funds tracked by Wall St. Rank hold MRDN as of Q3 2026.

True Wealth Design reported no remaining Meridian Holdings Inc position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 30 Meridian Holdings Inc shares in Q3 2026, an estimated $418.
True Wealth Design first reported a position in Meridian Holdings Inc in Q1 2025 and held it in 4 quarters.
True Wealth Design's Meridian Holdings Inc position peaked at $418 in Q2 2026.
4 funds tracked by Wall St. Rank held Meridian Holdings Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.