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 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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's MRDN Position: Q2 2026 in Review

True Wealth Design increased its Meridian Holdings Inc (MRDN) stake by 200% in Q2 2026, buying an estimated $209 and bringing the position to 30 shares worth $418. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

True Wealth Design first reported a position in MRDN in Q1 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold MRDN as of Q2 2026.

True Wealth Design held 30 shares of Meridian Holdings Inc worth $418 as of Q2 2026.
True Wealth Design bought 20 Meridian Holdings Inc shares in Q2 2026, an estimated $209.
Meridian Holdings Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2254 holding.
True Wealth Design first reported a position in Meridian Holdings Inc in Q1 2025 and has held it in 4 quarters since.
5 funds tracked by Wall St. Rank held Meridian Holdings Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.