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Engrave Wealth Partners’s Merck MRK Stock Holding History

Engrave Wealth Partners’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
2023
Q4 		$231K Hold
2,120
– – 0.07% 70
2023
Q3 		$218K Sell
2,120
-37
-2% -$3.99K 0.07% 66
2023
Q2 		$249K Hold
2,157
– – 0.08% 57
2023
Q1 		$251K Sell
2,157
-116
-5% -$12.5K 0.08% 59
2022
Q4 		$247K Buy
+2,273
New +$232K 0.09% 59
2020
Q3 		– Sell
-915
Closed -$67K – 290
2020
Q2 		$67K Hold
915
– – 0.06% 93
2020
Q1 		$67K Hold
915
– – 0.08% 77
2019
Q4 		$79K Buy
+915
New +$75.2K 0.08% 94

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Engrave Wealth Partners's MRK Position: Q4 2023 in Review

Engrave Wealth Partners held its Merck (MRK) position steady in Q4 2023 at 2,120 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #70.

Engrave Wealth Partners first reported a position in MRK in Q4 2019 and has held it in 8 quarters since. The position peaked at $251K in Q1 2023. 3,435 funds tracked by Wall St. Rank hold MRK as of Q4 2023.

  • Engrave Wealth Partners held 2,120 shares of Merck worth $231K as of Q4 2023.
  • Engrave Wealth Partners left its Merck share count unchanged in Q4 2023.
  • Merck made up 0.07% of Engrave Wealth Partners's portfolio in Q4 2023, its #70 holding.
  • Engrave Wealth Partners first reported a position in Merck in Q4 2019 and has held it in 8 quarters since.
  • Engrave Wealth Partners's Merck position peaked at $251K in Q1 2023.
  • 3,435 funds tracked by Wall St. Rank held Merck as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.