Merited Wealth’s Marsh MRSH Stock Holding History

Merited Wealth’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 Q1	–	Sell	-10	Closed	-$1.85K	–	208
2025 Q4	$1.85K	Buy	+10	New	+$1.87K	﹤0.01%	264

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Merited Wealth's MRSH Position: Q1 2026 in Review

Merited Wealth sold out of Marsh (MRSH) in Q1 2026, closing a stake of 10 shares — an estimated $1.85K sold.

Merited Wealth first reported a position in MRSH in Q4 2025 and held it in 1 quarter. The position peaked at $1.85K in Q4 2025. 1,544 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Merited Wealth reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 10 Marsh shares in Q1 2026, an estimated $1.85K.
Merited Wealth first reported a position in Marsh in Q4 2025 and held it in 1 quarter.
Merited Wealth's Marsh position peaked at $1.85K in Q4 2025.
1,544 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.