Net Worth Advisory Group’s Mercer International MERC Stock Holding History

Net Worth Advisory Group’s Portfolio MERC Stock Details MERC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.1K	Sell	30,381 -2,200	-7%	-$2.19K	0.01%	411
2026 Q1	$46.3K	Sell	32,581 -1,777	-5%	-$3.39K	0.01%	435
2025 Q4	$68K	Sell	34,358 -916	-3%	-$1.93K	0.01%	441
2025 Q3	$102K	Sell	35,274 -1,234	-3%	-$4.07K	0.03%	400
2025 Q2	$128K	Buy	36,508 +21,492	+143%	+$88.9K	0.03%	424
2025 Q1	$92.3K	Sell	15,016 -137	-0.9%	-$920	0.03%	364
2024 Q4	$98.3K	Sell	15,153 -635	-4%	-$4.16K	0.03%	384
2024 Q3	$107K	Buy	+15,788	New	+$109K	0.03%	385

Other funds holding MERC

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return