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Avitas Wealth Management’s Merck MRK Stock Holding History

Avitas 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
Q4 		$5.53M Buy
55,585
+7,863
+16% +$811K 0.76% 31
2024
Q3 		$5.42M Buy
47,722
+634
+1% +$75.3K 0.76% 32
2024
Q2 		$5.83M Buy
47,088
+140
+0.3% +$18K 0.85% 27
2024
Q1 		$6.19M Buy
46,948
+556
+1% +$68.5K 0.94% 26
2023
Q4 		$5.06M Buy
46,392
+1,477
+3% +$153K 0.85% 32
2023
Q3 		$4.62M Sell
44,915
-227
-0.5% -$24.5K 0.88% 29
2023
Q2 		$5.21M Buy
45,142
+271
+0.6% +$30.8K 0.94% 25
2023
Q1 		$4.77M Sell
44,871
-505
-1% -$54.5K 0.93% 27
2022
Q4 		$5.03M Sell
45,376
-724
-2% -$74K 1.06% 25
2022
Q3 		$3.97M Buy
46,100
+711
+2% +$63.5K 0.91% 28
2022
Q2 		$4.14M Buy
45,389
+634
+1% +$56.2K 0.91% 31
2022
Q1 		$3.67M Sell
44,755
-16,751
-27% -$1.32M 0.66% 43
2021
Q4 		$4.71M Buy
61,506
+1,115
+2% +$88.8K 0.79% 46
2021
Q3 		$4.54M Buy
60,391
+31
+0.1% +$2.36K 0.83% 45
2021
Q2 		$4.69M Sell
60,360
-1,082
-2% -$80.5K 0.84% 36
2021
Q1 		$4.52M Buy
61,442
+19,295
+46% +$1.42M 0.89% 34
2020
Q4 		$3.29M Buy
42,147
+845
+2% +$64.6K 0.67% 46
2020
Q3 		$3.27M Buy
41,302
+402
+1% +$31.5K 0.91% 32
2020
Q2 		$3.02M Sell
40,900
-1,492
-4% -$112K 1% 26
2020
Q1 		$3.11M Sell
42,392
-10,238
-19% -$805K 1.42% 23
2019
Q4 		$4.57M Buy
52,630
+125
+0.2% +$10.3K 1.17% 18
2019
Q3 		$4.22M Buy
52,505
+874
+2% +$70K 1.16% 20
2019
Q2 		$4.13M Sell
51,631
-7,610
-13% -$583K 1.15% 20
2019
Q1 		$4.7M Buy
59,241
+665
+1% +$49.7K 1.37% 16
2018
Q4 		$4.27M Buy
58,576
+1,039
+2% +$73.3K 1.4% 14
2018
Q3 		$3.9M Buy
57,537
+2,216
+4% +$141K 1.11% 25
2018
Q2 		$3.2M Buy
+55,321
New +$3.12M 1% 31

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avitas Wealth Management's MRK Position: Q4 2024 in Review

Avitas Wealth Management increased its Merck (MRK) stake by 16% in Q4 2024, buying an estimated $811K and bringing the position to 55,585 shares worth $5.53M. The position accounts for 0.76% of the portfolio, ranked #31.

Avitas Wealth Management first reported a position in MRK in Q2 2018 and has held it in 27 quarters since. The position peaked at $6.19M in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Avitas Wealth Management held 55,585 shares of Merck worth $5.53M as of Q4 2024.
  • Avitas Wealth Management bought 7,863 Merck shares in Q4 2024, an estimated $811K.
  • Merck made up 0.76% of Avitas Wealth Management's portfolio in Q4 2024, its #31 holding.
  • Avitas Wealth Management first reported a position in Merck in Q2 2018 and has held it in 27 quarters since.
  • Avitas Wealth Management's Merck position peaked at $6.19M in Q1 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.