WMA
MRSH

Wealth Management Associates’s Marsh MRSH Stock Holding History

Wealth Management Associates’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
Q4 		– Sell
-1,082
Closed -$218K – 239
2025
Q3 		$218K Hold
1,082
– – 0.08% 214
2025
Q2 		$237K Sell
1,082
-162
-13% -$36.6K 0.09% 192
2025
Q1 		$304K Hold
1,244
– – 0.13% 156
2024
Q4 		$264K Buy
1,244
+145
+13% +$32.2K 0.11% 170
2024
Q3 		$245K Hold
1,099
– – 0.11% 178
2024
Q2 		$232K Hold
1,099
– – 0.11% 173
2024
Q1 		$232K Sell
1,099
-82
-7% -$16.3K 0.11% 173
2023
Q4 		$224K Sell
1,181
-112
-9% -$21.6K 0.12% 177
2023
Q3 		$246K Buy
1,293
+96
+8% +$18.4K 0.14% 149
2023
Q2 		$225K Sell
1,197
-58
-5% -$10.3K 0.13% 169
2023
Q1 		$209K Hold
1,255
– – 0.13% 176
2022
Q4 		$208K Sell
1,255
-219
-15% -$35.8K 0.14% 172
2022
Q3 		$220K Sell
1,474
-248
-14% -$39.8K 0.16% 155
2022
Q2 		$267K Hold
1,722
– – 0.18% 136
2022
Q1 		$293K Sell
1,722
-31
-2% -$4.89K 0.17% 146
2021
Q4 		$305K Buy
1,753
+100
+6% +$16.6K 0.16% 153
2021
Q3 		$250K Hold
1,653
– – 0.15% 160
2021
Q2 		$233K Buy
+1,653
New +$222K 0.13% 179

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return