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Custom Portfolio Group’s Merck MRK Stock Holding History

Custom Portfolio Group’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
Q2 		$4.98K Hold
40
– – ﹤0.01% 192
2024
Q1 		$5.31K Hold
40
– – ﹤0.01% 188
2023
Q4 		$4.39K Buy
+40
New +$4.15K ﹤0.01% 187

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Custom Portfolio Group's MRK Position: Q2 2024 in Review

Custom Portfolio Group held its Merck (MRK) position steady in Q2 2024 at 40 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Custom Portfolio Group first reported a position in MRK in Q4 2023 and has held it in 3 quarters since. The position peaked at $5.31K in Q1 2024. 3,551 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

  • Custom Portfolio Group held 40 shares of Merck worth $4.98K as of Q2 2024.
  • Custom Portfolio Group left its Merck share count unchanged in Q2 2024.
  • Merck made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #192 holding.
  • Custom Portfolio Group first reported a position in Merck in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Merck position peaked at $5.31K in Q1 2024.
  • 3,551 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.