MERCER GLOBAL ADVISORS INC /ADV AVSC — AMERISOURCEBERGEN CORP

Ownership history in MERCER GLOBAL ADVISORS INC /ADV  ·  8 quarters on record

AI Ownership Summary

MERCER GLOBAL ADVISORS INC /ADV reported AMERISOURCEBERGEN CORP (AVSC) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.52% in 2024 Q4. The latest visible filing shows AVSC at 1.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MERCER GLOBAL ADVISORS INC /ADV's position in AMERISOURCEBERGEN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AVSC was reported at 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.52% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVSC stock page MERCER GLOBAL ADVISORS INC /ADV fund profile MERCER GLOBAL ADVISORS INC /ADV full holdings
How MERCER GLOBAL ADVISORS INC /ADV held AVSC — position size vs. price
% of Fund (quarterly)    AVSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 14,459,274 +378,725 +2.7% 1.29% $849.3M 2026-02-14 (Est.) $64.73
2025 Q3 ADDED — — — 14,080,549 +341,562 +2.5% 1.35% $806.7M 2025-11-14 $56.09
2025 Q2 ADDED — — — 13,738,987 +1,111,778 +8.8% 1.44% $708.5M 2025-08-14 $54.64
2025 Q1 ADDED — — — 12,627,209 +1,142,959 +10.0% 1.40% $611.2M 2025-05-15 $49.80
2024 Q4 ADDED — — — 11,484,250 +4,770,517 +71.1% 1.52% $624.3M 2025-02-14 $54.37
2023 Q4 ADDED — — — 6,713,733 +457,910 +7.3% 1.03% $342.8M 2024-02-15 $50.00
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVSC

As of 2026 Q1 — sorted by position size

Shore Point Advisors, LLC 3Y 7.43% Ridgeline Wealth, LLC 3.23% Choice Wealth Advisors LLC 3Y 3.17% Foundry Financial Group, Inc. 3.14% Freedom Investment Management, Inc. 3Y 7Y 2.98% Mendota Financial Group, LLC 3Y 2.63% Networth Advisors, LLC 2.58% WEBSTERROGERS FINANCIAL ADVISORS, LLC 3Y 1.76% Value Investment Professionals, LLC 1.6% Level Financial Advisors 3Y 1.43%

FAQ About MERCER GLOBAL ADVISORS INC /ADV and AVSC

These are the practical questions this page is built to answer before you even open the full history table.

How long has MERCER GLOBAL ADVISORS INC /ADV reported owning AVSC?

MERCER GLOBAL ADVISORS INC /ADV reported AVSC across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVSC position in MERCER GLOBAL ADVISORS INC /ADV's portfolio?

The largest reported portfolio weight for AVSC was 1.52% in 2024 Q4.

What is the latest reported AVSC position on this page?

The most recent filing on this page is 2025 Q4, when MERCER GLOBAL ADVISORS INC /ADV reported 14,459,274 shares, equal to 1.29% of portfolio, with an estimated market value of $849.3M.

What does the chart on this AVSC ownership page compare?

The chart compares MERCER GLOBAL ADVISORS INC /ADV's quarterly AVSC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MERCER GLOBAL ADVISORS INC /ADV time their AVSC position?

Based on 13F filing dates vs. subsequent AVSC price moves, MERCER GLOBAL ADVISORS INC /ADV correctly timed 5 out of 7 reported position changes (71%).

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