Olistico Wealth’s Mercer International MERC Stock Holding History

Olistico Wealth’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	$498	Hold	755	–	–	﹤0.01%	326
2026 Q1	$1.07K	Hold	755	–	–	﹤0.01%	327
2025 Q4	$1.5K	Buy	+755	New	+$1.59K	﹤0.01%	323
2025 Q3	–	Sell	-755	Closed	-$2.64K	–	244
2025 Q2	$2.64K	Hold	755	–	–	﹤0.01%	323
2025 Q1	$4.64K	Hold	755	–	–	﹤0.01%	278
2024 Q4	$4.91K	Hold	755	–	–	﹤0.01%	262
2024 Q3	$5.11K	Hold	755	–	–	﹤0.01%	268
2024 Q2	$6.45K	Buy	+755	New	+$7.28K	﹤0.01%	262

Other funds holding MERC

MIM

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

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Olistico Wealth's MERC Position: Q2 2026 in Review

Olistico Wealth held its Mercer International (MERC) position steady in Q2 2026 at 755 shares worth $498. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Olistico Wealth first reported a position in MERC in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.45K in Q2 2024. 5 funds tracked by Wall St. Rank hold MERC as of Q2 2026.

Olistico Wealth held 755 shares of Mercer International worth $498 as of Q2 2026.
Olistico Wealth left its Mercer International share count unchanged in Q2 2026.
Mercer International made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #326 holding.
Olistico Wealth first reported a position in Mercer International in Q2 2024 and has held it in 8 quarters since.
Olistico Wealth's Mercer International position peaked at $6.45K in Q2 2024.
5 funds tracked by Wall St. Rank held Mercer International as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.