Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$399M Sell
2,298,833
-1,065,794
-32% -$192M 0.11% 169
2025
Q4
$624M Buy
3,364,627
+1,886,330
+128% +$353M 0.17% 123
2025
Q3
$298M Sell
1,478,297
-1,414,279
-49% -$291M 0.1% 190
2025
Q2
$615M Buy
2,892,576
+1,363,706
+89% +$308M 0.21% 93
2025
Q1
$373M Sell
1,528,870
-2,544,106
-62% -$577M 0.14% 157
2024
Q4
$861M Buy
4,072,976
+1,823,807
+81% +$405M 0.3% 70
2024
Q3
$504M Sell
2,249,169
-559,803
-20% -$124M 0.19% 125
2024
Q2
$598M Buy
2,808,972
+1,228,144
+78% +$252M 0.23% 98
2024
Q1
$319M Sell
1,580,828
-610,568
-28% -$122M 0.14% 159
2023
Q4
$419M Buy
2,191,396
+493,487
+29% +$95.4M 0.19% 127
2023
Q3
$324M Sell
1,697,909
-539,294
-24% -$103M 0.16% 144
2023
Q2
$415M Buy
2,237,203
+628,513
+39% +$112M 0.21% 115
2023
Q1
$271M Sell
1,608,690
-128,055
-7% -$21.3M 0.15% 159
2022
Q4
$302M Buy
1,736,745
+239,158
+16% +$39.1M 0.17% 144
2022
Q3
$238M Sell
1,497,587
-847,733
-36% -$136M 0.14% 169
2022
Q2
$350M Buy
2,345,320
+371,442
+19% +$59.5M 0.28% 92
2022
Q1
$342M Sell
1,973,878
-915,734
-32% -$144M 0.23% 114
2021
Q4
$474M Buy
2,889,612
+786,052
+37% +$131M 0.3% 76
2021
Q3
$319M Sell
2,103,560
-294,554
-12% -$44.5M 0.22% 107
2021
Q2
$337M Buy
+2,398,114
New +$322M 0.23% 98

Other funds holding MRSH