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Endurance Wealth Management’s McKesson MCK Stock Holding History

Endurance Wealth Management’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$69K Hold
162
– – 0.01% 305
2023
Q1 		$58K Hold
162
– – 0.01% 329
2022
Q4 		$61K Hold
162
– – 0.01% 302
2022
Q3 		$55K Buy
+162
New +$56.2K 0.01% 313

Other funds holding MCK

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Endurance Wealth Management's MCK Position: Q2 2023 in Review

Endurance Wealth Management held its McKesson (MCK) position steady in Q2 2023 at 162 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #305.

Endurance Wealth Management first reported a position in MCK in Q3 2022 and has held it in 4 quarters since. 1,320 funds tracked by Wall St. Rank hold MCK as of Q2 2023.

  • Endurance Wealth Management held 162 shares of McKesson worth $69K as of Q2 2023.
  • Endurance Wealth Management left its McKesson share count unchanged in Q2 2023.
  • McKesson made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #305 holding.
  • Endurance Wealth Management first reported a position in McKesson in Q3 2022 and has held it in 4 quarters since.
  • 1,320 funds tracked by Wall St. Rank held McKesson as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.