Delap Wealth Advisory’s Merck MRK Stock Holding History

Delap Wealth Advisory’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	–	Sell	-3,547	Closed	-$468K	–	231
2024 Q1	$468K	Buy	+3,547	New	+$437K	0.19%	81

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Delap Wealth Advisory's MRK Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Merck (MRK) in Q2 2024, closing a stake of 3,547 shares — an estimated $468K sold.

Delap Wealth Advisory first reported a position in MRK in Q1 2024 and held it in 1 quarter. The position peaked at $468K in Q1 2024. 3,545 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

Delap Wealth Advisory reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 3,547 Merck shares in Q2 2024, an estimated $468K.
Delap Wealth Advisory first reported a position in Merck in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Merck position peaked at $468K in Q1 2024.
3,545 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.