1776 Wealth’s Merck MRK Stock Holding History

1776 Wealth’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,601	Closed	-$211K	–	153
2024 Q1	$211K	Buy	+1,601	New	+$197K	0.1%	126
2020 Q3	–	Sell	-1,199	Closed	-$88K	–	238
2020 Q2	$88K	Sell	1,199 -738	-38%	-$55.6K	0.06%	154
2020 Q1	$153K	Buy	1,937 +1,041	+116%	+$81.8K	0.06%	159
2019 Q4	$77K	Buy	+896	New	+$73.6K	0.07%	154

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1776 Wealth's MRK Position: Q2 2024 in Review

1776 Wealth sold out of Merck (MRK) in Q2 2024, closing a stake of 1,601 shares — an estimated $211K sold.

1776 Wealth first reported a position in MRK in Q4 2019 and held it in 4 quarters. The position peaked at $211K in Q1 2024. 3,544 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

1776 Wealth reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
1776 Wealth sold 1,601 Merck shares in Q2 2024, an estimated $211K.
1776 Wealth first reported a position in Merck in Q4 2019 and held it in 4 quarters.
1776 Wealth's Merck position peaked at $211K in Q1 2024.
3,544 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on 1776 Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.