BWM
MRK icon

Brophy Wealth Management’s Merck MRK Stock Holding History

Brophy 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 		$494K Buy
+4,349
New +$517K 0.18% 129

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

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

Brophy Wealth Management opened a new position in Merck (MRK) in Q3 2024: 4,349 shares worth $494K. The stake represents 0.18% of the portfolio and ranks #129 among its holdings.

3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • Brophy Wealth Management held 4,349 shares of Merck worth $494K as of Q3 2024.
  • Merck was a new Brophy Wealth Management position in Q3 2024.
  • Merck made up 0.18% of Brophy Wealth Management's portfolio in Q3 2024, its #129 holding.
  • 3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.