AIP
MRK icon

Ahrens Investment Partners’s Merck MRK Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$195K Buy
+1,832
New +$198K 0.1% 148
2022
Q3 		– Sell
-1,291
Closed -$118K – 625
2022
Q2 		$118K Buy
1,291
+72
+6% +$6.38K 0.05% 209
2022
Q1 		$100K Sell
1,219
-201
-14% -$15.8K 0.03% 273
2021
Q4 		$109K Buy
+1,420
New +$113K 0.05% 270

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ahrens Investment Partners's MRK Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Merck (MRK) in Q1 2023: 1,832 shares worth $195K. The stake represents 0.1% of the portfolio and ranks #148 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in MRK as recently as Q2 2022.

Ahrens Investment Partners first reported a position in MRK in Q4 2021 and has held it in 4 quarters since. 3,179 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

  • Ahrens Investment Partners held 1,832 shares of Merck worth $195K as of Q1 2023.
  • Merck was a new Ahrens Investment Partners position in Q1 2023.
  • Merck made up 0.1% of Ahrens Investment Partners's portfolio in Q1 2023, its #148 holding.
  • Ahrens Investment Partners first reported a position in Merck in Q4 2021 and has held it in 4 quarters since.
  • 3,179 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.