WPA
MRDN

Wealth Preservation Advisors’s Meridian Holdings Inc MRDN Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-2
Closed -$14 – 420
2026
Q1 		$14 Buy
+2
New +$16 ﹤0.01% 1010

Other funds holding MRDN

TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Wealth Preservation Advisors's MRDN Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Meridian Holdings Inc (MRDN) in Q2 2026, closing a stake of 2 shares — an estimated $14 sold.

Wealth Preservation Advisors first reported a position in MRDN in Q1 2026 and held it in 1 quarter. The position peaked at $14 in Q1 2026. 39 funds tracked by Wall St. Rank hold MRDN as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Meridian Holdings Inc position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 2 Meridian Holdings Inc shares in Q2 2026, an estimated $14.
  • Wealth Preservation Advisors first reported a position in Meridian Holdings Inc in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Meridian Holdings Inc position peaked at $14 in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Meridian Holdings Inc as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.