Olistico Wealth
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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
Q3 		$234 Hold
755
– – ﹤0.01% 353
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

Net Worth Advisory Group
Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return
Merrion Investment Management
Merrion Investment Management Cranford, New Jersey $202M AUM 43.14% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Olistico Wealth's MERC Position: Q3 2026 in Review

Olistico Wealth held its Mercer International (MERC) position steady in Q3 2026 at 755 shares worth $234. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Olistico Wealth first reported a position in MERC in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.45K in Q2 2024. 9 funds tracked by Wall St. Rank hold MERC as of Q3 2026.

  • Olistico Wealth held 755 shares of Mercer International worth $234 as of Q3 2026.
  • Olistico Wealth left its Mercer International share count unchanged in Q3 2026.
  • Mercer International made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #353 holding.
  • Olistico Wealth first reported a position in Mercer International in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's Mercer International position peaked at $6.45K in Q2 2024.
  • 9 funds tracked by Wall St. Rank held Mercer International as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.