GPS Wealth Strategies Group’s Marsh MRSH Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-20	Closed	-$3.95K	–	1184
2025 Q3	$3.95K	Sell	20 -14	-41%	-$2.88K	﹤0.01%	1311
2025 Q2	$7.54K	Buy	34 +1	+3%	+$226	﹤0.01%	1092
2025 Q1	$8.14K	Buy	33 +1	+3%	+$227	﹤0.01%	1052
2024 Q4	$6.85K	Sell	32 -3	-9%	-$666	﹤0.01%	1030
2024 Q3	$7.83K	Buy	35 +3	+9%	+$666	﹤0.01%	1002
2024 Q2	$6.74K	Buy	+32	New	+$6.57K	﹤0.01%	1004
2023 Q2	–	Sell	-45	Closed	-$7.5K	–	1289
2023 Q1	$7.5K	Buy	+45	New	+$7.5K	﹤0.01%	896
2021 Q4	–	Sell	-175	Closed	-$27K	–	1093
2021 Q3	$27K	Hold	175	–	–	0.01%	518
2021 Q2	$25K	Hold	175	–	–	0.01%	543
2021 Q1	$21K	Buy	+175	New	+$20.2K	0.01%	535

Other funds holding MRSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GPS Wealth Strategies Group's MRSH Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Marsh (MRSH) in Q4 2025, closing a stake of 20 shares — an estimated $3.95K sold.

GPS Wealth Strategies Group first reported a position in MRSH in Q1 2021 and held it in 10 quarters. The position peaked at $27K in Q3 2021. 1,586 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 20 Marsh shares in Q4 2025, an estimated $3.95K.
GPS Wealth Strategies Group first reported a position in Marsh in Q1 2021 and held it in 10 quarters.
GPS Wealth Strategies Group's Marsh position peaked at $27K in Q3 2021.
1,586 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.