MWM
MRSH

Mascoma Wealth Management’s Marsh MRSH Stock Holding History

Mascoma Wealth Management’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 		$14.2K Buy
85
+2
+2% +$334 ﹤0.01% 298
2026
Q1 		$14.4K Sell
83
-2
-2% -$360 ﹤0.01% 290
2025
Q4 		$15.8K Buy
85
+7
+9% +$1.31K ﹤0.01% 274
2025
Q3 		$15.7K Hold
78
– – ﹤0.01% 284
2025
Q2 		$17.1K Hold
78
– – ﹤0.01% 274
2025
Q1 		$19K Hold
78
– – ﹤0.01% 268
2024
Q4 		$16.6K Buy
78
+28
+56% +$6.21K ﹤0.01% 292
2024
Q3 		$11.2K Hold
50
– – ﹤0.01% 314
2024
Q2 		$10.5K Hold
50
– – ﹤0.01% 329
2024
Q1 		$10.3K Hold
50
– – ﹤0.01% 311
2023
Q4 		$9.47K Sell
50
-11
-18% -$2.13K ﹤0.01% 323
2023
Q3 		$11.6K Buy
61
+11
+22% +$2.11K ﹤0.01% 310
2023
Q2 		$9.47K Hold
50
– – ﹤0.01% 325
2023
Q1 		$9.01K Hold
50
– – ﹤0.01% 415
2022
Q4 		$8.27K Sell
50
-245
-83% -$40.1K ﹤0.01% 430
2022
Q3 		$44K Sell
295
-3
-1% -$481 0.02% 238
2022
Q2 		$46K Buy
298
+2
+0.7% +$321 0.02% 247
2022
Q1 		$50K Buy
296
+112
+61% +$17.7K 0.02% 260
2021
Q4 		$32K Buy
184
+134
+268% +$22.3K 0.01% 271
2021
Q3 		$8K Buy
+50
New +$7.56K ﹤0.01% 358
2021
Q2 		– Sell
-50
Closed -$6K – 323
2021
Q1 		$6K Buy
+50
New +$5.76K ﹤0.01% 370

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

Mascoma Wealth Management's MRSH Position: Q2 2026 in Review

Mascoma Wealth Management increased its Marsh (MRSH) stake by 2.4% in Q2 2026, buying an estimated $334 and bringing the position to 85 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Mascoma Wealth Management first reported a position in MRSH in Q1 2021 and has held it in 21 quarters since. The position peaked at $50K in Q1 2022. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Mascoma Wealth Management held 85 shares of Marsh worth $14.2K as of Q2 2026.
  • Mascoma Wealth Management bought 2 Marsh shares in Q2 2026, an estimated $334.
  • Marsh made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #298 holding.
  • Mascoma Wealth Management first reported a position in Marsh in Q1 2021 and has held it in 21 quarters since.
  • Mascoma Wealth Management's Marsh position peaked at $50K in Q1 2022.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.