Atria Wealth Solutions’s Marsh MRSH Stock Holding History

Atria Wealth Solutions’s Portfolio MRSH Stock Details MRSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$736K	Sell	3,364 -3,548	-51%	-$801K	0.02%	759
2025 Q1	$1.69M	Sell	6,912 -2,096	-23%	-$476K	0.02%	694
2024 Q4	$1.91M	Buy	9,008 +425	+5%	+$94.3K	0.02%	661
2024 Q3	$1.91M	Sell	8,583 -273	-3%	-$60.6K	0.02%	655
2024 Q2	$1.87M	Buy	8,856 +364	+4%	+$74.8K	0.02%	649
2024 Q1	$1.75M	Buy	8,492 +2,181	+35%	+$435K	0.02%	686
2023 Q4	$1.2M	Buy	6,311 +239	+4%	+$46.2K	0.02%	791
2023 Q3	$1.16M	Buy	6,072 +2,632	+77%	+$504K	0.02%	750
2023 Q2	$647K	Sell	3,440 -87	-2%	-$15.4K	0.01%	1039
2023 Q1	$587K	Buy	3,527 +170	+5%	+$28.3K	0.01%	1037
2022 Q4	$555K	Buy	3,357 +1,558	+87%	+$255K	0.01%	1026
2022 Q3	$269K	Buy	+1,799	New	+$289K	﹤0.01%	1365
2022 Q2	–	Sell	-1,442	Closed	-$246K	–	1794
2022 Q1	$246K	Buy	+1,442	New	+$227K	﹤0.01%	1438

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return