WETS
MRSH

Wealth Enhancement Trust Services’s Marsh MRSH Stock Holding History

Wealth Enhancement Trust Services’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
Q2 		$92.2K Sell
553
-6
-1% -$1K 0.01% 384
2026
Q1 		$97K Hold
559
– – 0.01% 348
2025
Q4 		$104K Buy
+559
New +$104K 0.01% 318

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Wealth Enhancement Trust Services's MRSH Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Marsh (MRSH) stake by 1.1% in Q2 2026, selling an estimated $1K and leaving 553 shares worth $92.2K. The position accounts for 0.01% of the portfolio, ranked #384.

Wealth Enhancement Trust Services first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $104K in Q4 2025. 1,145 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Wealth Enhancement Trust Services held 553 shares of Marsh worth $92.2K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 6 Marsh shares in Q2 2026, an estimated $1K.
  • Marsh made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #384 holding.
  • Wealth Enhancement Trust Services first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Marsh position peaked at $104K in Q4 2025.
  • 1,145 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.