FWP
MRSH

FAS Wealth Partners’s Marsh MRSH Stock Holding History

FAS Wealth Partners’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
2026
Q2 		$276K Sell
1,654
-840
-34% -$140K 0.01% 313
2026
Q1 		$433K Buy
2,494
+586
+31% +$105K 0.03% 246
2025
Q4 		$354K Buy
1,908
+519
+37% +$97K 0.02% 269
2025
Q3 		$280K Buy
1,389
+3
+0.2% +$617 0.02% 274
2025
Q2 		$303K Buy
1,386
+380
+38% +$85.8K 0.02% 263
2025
Q1 		$246K Buy
1,006
+2
+0.2% +$454 0.02% 271
2024
Q4 		$213K Buy
1,004
+2
+0.2% +$444 0.02% 291
2024
Q3 		$224K Buy
1,002
+2
+0.2% +$444 0.02% 287
2024
Q2 		$211K Buy
1,000
+2
+0.2% +$411 0.02% 283
2024
Q1 		$206K Buy
+998
New +$199K 0.02% 289

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

FAS Wealth Partners's MRSH Position: Q2 2026 in Review

FAS Wealth Partners reduced its Marsh (MRSH) stake by 34% in Q2 2026, selling an estimated $140K and leaving 1,654 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #313.

FAS Wealth Partners first reported a position in MRSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $433K in Q1 2026. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • FAS Wealth Partners held 1,654 shares of Marsh worth $276K as of Q2 2026.
  • FAS Wealth Partners sold 840 Marsh shares in Q2 2026, an estimated $140K.
  • Marsh made up 0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #313 holding.
  • FAS Wealth Partners first reported a position in Marsh in Q1 2024 and has held it in 10 quarters since.
  • FAS Wealth Partners's Marsh position peaked at $433K in Q1 2026.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.