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Heritage Oak Wealth Advisors’s Marsh MRSH Stock Holding History

Heritage Oak Wealth Advisors’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
Q1 		– Sell
-1,169
Closed -$248K – 81
2024
Q4 		$248K Buy
+1,169
New +$259K 0.12% 64
2024
Q3 		– Sell
-2,677
Closed -$564K – 187
2024
Q2 		$564K Buy
+2,677
New +$550K 0.29% 47

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heritage Oak Wealth Advisors's MRSH Position: Q1 2025 in Review

Heritage Oak Wealth Advisors sold out of Marsh (MRSH) in Q1 2025, closing a stake of 1,169 shares — an estimated $248K sold.

Heritage Oak Wealth Advisors first reported a position in MRSH in Q2 2024 and held it in 2 quarters. The position peaked at $564K in Q2 2024. 1,628 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Heritage Oak Wealth Advisors reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 1,169 Marsh shares in Q1 2025, an estimated $248K.
  • Heritage Oak Wealth Advisors first reported a position in Marsh in Q2 2024 and held it in 2 quarters.
  • Heritage Oak Wealth Advisors's Marsh position peaked at $564K in Q2 2024.
  • 1,628 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.