AWM
MRK icon

Altium Wealth Management’s Merck MRK Stock Holding History

Altium 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
2022
Q2 		$3.04M Buy
33,366
+2,619
+9% +$232K 0.22% 60
2022
Q1 		$2.52M Buy
30,747
+4,183
+16% +$330K 0.16% 74
2021
Q4 		$2.04M Sell
26,564
-195
-0.7% -$15.5K 0.13% 87
2021
Q3 		$2.01M Sell
26,759
-216
-0.8% -$16.4K 0.14% 80
2021
Q2 		$2.1M Sell
26,975
-5,831
-18% -$434K 0.15% 71
2021
Q1 		$2.41M Sell
32,806
-4,492
-12% -$331K 0.19% 60
2020
Q4 		$2.91M Buy
37,298
+2,416
+7% +$185K 0.26% 43
2020
Q3 		$2.76M Sell
34,882
-1,228
-3% -$96.2K 0.29% 39
2020
Q2 		$2.66M Sell
36,110
-1,756
-5% -$132K 0.3% 40
2020
Q1 		$2.78M Buy
37,866
+2,526
+7% +$199K 0.38% 35
2019
Q4 		$3.07M Buy
35,340
+365
+1% +$30K 0.37% 30
2019
Q3 		$2.81M Buy
34,975
+1,093
+3% +$87.6K 0.38% 33
2019
Q2 		$2.71M Sell
33,882
-456
-1% -$34.9K 0.39% 32
2019
Q1 		$2.73M Sell
34,338
-682
-2% -$51K 0.43% 34
2018
Q4 		$2.55M Sell
35,020
-13,121
-27% -$926K 0.49% 29
2018
Q3 		$3.26M Buy
48,141
+2,380
+5% +$152K 0.62% 25
2018
Q2 		$2.65M Buy
45,761
+34,590
+310% +$1.95M 0.71% 27
2018
Q1 		$581K Buy
11,171
+1,505
+16% +$81.3K 0.23% 76
2017
Q4 		$523K Buy
+9,666
New +$536K 0.24% 75

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Altium Wealth Management's MRK Position: Q2 2022 in Review

Altium Wealth Management increased its Merck (MRK) stake by 8.5% in Q2 2022, buying an estimated $232K and bringing the position to 33,366 shares worth $3.04M. The position accounts for 0.22% of the portfolio, ranked #60.

Altium Wealth Management first reported a position in MRK in Q4 2017 and has held it in 19 quarters since. The position peaked at $3.26M in Q3 2018. 3,013 funds tracked by Wall St. Rank hold MRK as of Q2 2022.

  • Altium Wealth Management held 33,366 shares of Merck worth $3.04M as of Q2 2022.
  • Altium Wealth Management bought 2,619 Merck shares in Q2 2022, an estimated $232K.
  • Merck made up 0.22% of Altium Wealth Management's portfolio in Q2 2022, its #60 holding.
  • Altium Wealth Management first reported a position in Merck in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's Merck position peaked at $3.26M in Q3 2018.
  • 3,013 funds tracked by Wall St. Rank held Merck as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.