Latest Hackensack Meridian Health, Inc. Stock Portfolio
$1.06Billion– No. of Holdings #7
Hackensack Meridian Health, Inc. Performance:
2026 Q1: -0.21%YTD: -0.21%2025: 20.27%
Performance for 2026 Q1 is -0.21%, and YTD is -0.21%, and 2025 is 20.27%.
About Hackensack Meridian Health, Inc. and 13F Hedge Fund Stock Holdings
On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hackensack Meridian Health, Inc. reported an equity portfolio of $1.1 Billions as of 31 Mar, 2026.
The top stock holdings of Hackensack Meridian Health, Inc. are SPY, IJR, EMGF. The fund has invested 32.6% of it's portfolio in SPDR S&P 500 ETF TR and 21.8% of portfolio in ISHARES TR.
They significantly reduced their stock positions in SPDR S&P 500 ETF TR (SPY), ISHARES TR (AAXJ) and ISHARES TR (EMGF).
The top stock holdings of Hackensack Meridian Health, Inc. are SPY, IJR, EMGF. The fund has invested 32.6% of it's portfolio in SPDR S&P 500 ETF TR and 21.8% of portfolio in ISHARES TR.
They significantly reduced their stock positions in SPDR S&P 500 ETF TR (SPY), ISHARES TR (AAXJ) and ISHARES TR (EMGF).
Hackensack Meridian Health, Inc. Equity Portfolio Value
Last Reported on: 14 May, 2026
Hackensack Meridian Health, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Hackensack Meridian Health, Inc. made a return of -0.21% in the last quarter. In trailing 12 months, it's portfolio return was 20.76%.
- Performance
- S&P 500
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| spdr s&p 500 etf tr | -4.75 |
| ishares tr | -4.69 |
| ishares tr | -3.2 |
| ishares tr | -2.55 |
| ishares tr | -2.38 |
Hackensack Meridian Health, Inc. reduced stake in above stock
Sold off
Sector Distribution
Hackensack Meridian Health, Inc. has about 100% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
Hackensack Meridian Health, Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
About 0% of the stocks held by Hackensack Meridian Health, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| CWI | 20.2 % | |
| AAXJ | 4.0 % | |
| EMGF | 3.7 % | |
| IJR | 1.1 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| CWI | 20.1 M | |
| EMGF | 5.4 M | |
| IJR | 2.7 M | |
| AAXJ | 2.6 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| IJR | -9.8 % | |
| SPY | -4.5 % | |
| AAXJ | -2.2 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| SPY | -17.2 M | |
| IJR | -15.6 M | |
| AAXJ | -0.3 M | |
Hackensack Meridian Health, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Hackensack Meridian Health, Inc.
Hackensack Meridian Health, Inc. has 7 stocks in it's portfolio. SPY proved to be the most loss making stock for the portfolio. CWI was the most profitable stock for Hackensack Meridian Health, Inc. last quarter.
Last Reported on: 14 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 5.98 | 853,000 | 63,420,600 | reduced | -4.69 | ||
| AAXJ | ishares tr | 1.11 | 85,000 | 11,761,400 | unchanged | 0.00 | ||
| CWI | spdr index shs fds | 11.32 | 1,606,000 | 119,920,000 | unchanged | 0.00 | ||
| EMGF | ishares tr | 13.92 | 2,115,000 | 147,521,000 | reduced | -3.2 | ||
| IJR | ishares tr | 21.84 | 2,382,930 | 231,454,000 | reduced | -2.38 | ||
| IJR | ishares tr | 13.21 | 328,400 | 140,030,000 | reduced | -2.55 | ||
| SPY | spdr s&p 500 etf tr | 32.62 | 531,500 | 345,656,000 | reduced | -4.75 | ||