9WM
MRK icon

9258 Wealth Management’s Merck MRK Stock Holding History

9258 Wealth Management’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
Q3 		$2.56M Sell
22,568
-263
-1% -$31.2K 0.38% 49
2024
Q2 		$2.83M Sell
22,831
-593
-3% -$76.4K 0.44% 47
2024
Q1 		$3.09M Buy
23,424
+143
+0.6% +$17.6K 0.48% 44
2023
Q4 		$2.54M Sell
23,281
-276
-1% -$28.6K 0.45% 49
2023
Q3 		$2.43M Buy
23,557
+108
+0.5% +$11.6K 0.47% 50
2023
Q2 		$2.71M Buy
23,449
+15
+0.1% +$1.7K 0.51% 42
2023
Q1 		$2.49M Buy
23,434
+467
+2% +$50.4K 0.5% 45
2022
Q4 		$2.55M Sell
22,967
-432
-2% -$44.2K 0.55% 38
2022
Q3 		$2.02M Sell
23,399
-1,094
-4% -$97.7K 0.52% 44
2022
Q2 		$2.23M Buy
24,493
+645
+3% +$57.2K 0.57% 37
2022
Q1 		$1.96M Sell
23,848
-185
-0.8% -$14.6K 0.45% 41
2021
Q4 		$1.84M Sell
24,033
-595
-2% -$47.4K 0.42% 43
2021
Q3 		$1.85M Buy
24,628
+292
+1% +$22.2K 0.49% 35
2021
Q2 		$1.89M Sell
24,336
-777
-3% -$57.8K 0.51% 31
2021
Q1 		$1.85M Sell
25,113
-274
-1% -$20.2K 0.55% 30
2020
Q4 		$1.98M Buy
25,387
+343
+1% +$26.2K 0.65% 24
2020
Q3 		$1.8M Buy
25,044
+431
+2% +$33.8K 0.68% 23
2020
Q2 		$1.82M Buy
24,613
+583
+2% +$43.9K 0.74% 23
2020
Q1 		$1.93M Buy
24,030
+1,198
+5% +$94.2K 0.85% 21
2019
Q4 		$1.98M Buy
22,832
+11,676
+105% +$959K 0.73% 28
2019
Q3 		$896K Buy
11,156
+7
+0.1% +$561 0.7% 46
2019
Q2 		$892K Sell
11,149
-817
-7% -$62.6K 0.72% 43
2019
Q1 		$950K Buy
11,966
+129
+1% +$9.65K 0.81% 38
2018
Q4 		$863K Buy
+11,837
New +$836K 0.83% 37

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

9258 Wealth Management's MRK Position: Q3 2024 in Review

9258 Wealth Management reduced its Merck (MRK) stake by 1.2% in Q3 2024, selling an estimated $31.2K and leaving 22,568 shares worth $2.56M. The position accounts for 0.38% of the portfolio, ranked #49.

9258 Wealth Management first reported a position in MRK in Q4 2018 and has held it in 24 quarters since. The position peaked at $3.09M in Q1 2024. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • 9258 Wealth Management held 22,568 shares of Merck worth $2.56M as of Q3 2024.
  • 9258 Wealth Management sold 263 Merck shares in Q3 2024, an estimated $31.2K.
  • Merck made up 0.38% of 9258 Wealth Management's portfolio in Q3 2024, its #49 holding.
  • 9258 Wealth Management first reported a position in Merck in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's Merck position peaked at $3.09M in Q1 2024.
  • 3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.