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Oak Harbor Wealth Partners’s Marsh MRSH Stock Holding History

Oak Harbor Wealth Partners’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
Q2 		– Sell
-847
Closed -$207K – 261
2025
Q1 		$207K Buy
+847
New +$192K 0.06% 192
2022
Q1 		– Sell
-310
Closed -$54K – 240
2021
Q4 		$54K Buy
+310
New +$51.5K 0.02% 193

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Oak Harbor Wealth Partners's MRSH Position: Q2 2025 in Review

Oak Harbor Wealth Partners sold out of Marsh (MRSH) in Q2 2025, closing a stake of 847 shares — an estimated $207K sold.

Oak Harbor Wealth Partners first reported a position in MRSH in Q4 2021 and held it in 2 quarters. The position peaked at $207K in Q1 2025. 1,609 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Oak Harbor Wealth Partners reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 847 Marsh shares in Q2 2025, an estimated $207K.
  • Oak Harbor Wealth Partners first reported a position in Marsh in Q4 2021 and held it in 2 quarters.
  • Oak Harbor Wealth Partners's Marsh position peaked at $207K in Q1 2025.
  • 1,609 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.