AJ Wealth Strategies’s Merck MRK Stock Holding History

AJ Wealth Strategies’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 Q2	$233K	Buy	+2,023	New	+$230K	0.01%	267

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AJ Wealth Strategies's MRK Position: Q2 2023 in Review

AJ Wealth Strategies opened a new position in Merck (MRK) in Q2 2023: 2,023 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #267 among its holdings.

3,255 funds tracked by Wall St. Rank hold MRK as of Q2 2023.

AJ Wealth Strategies held 2,023 shares of Merck worth $233K as of Q2 2023.
Merck was a new AJ Wealth Strategies position in Q2 2023.
Merck made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #267 holding.
3,255 funds tracked by Wall St. Rank held Merck as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.