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Financial Architects (New Jersey)’s Merck MRK Stock Holding History

Financial Architects (New Jersey)’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
2019
Q3 		– Sell
-2,096
Closed -$168K – 1109
2019
Q2 		$168K Buy
+2,096
New +$160K 0.03% 280

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Financial Architects (New Jersey)'s MRK Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Merck (MRK) stake by 1.2% in Q2 2023, selling an estimated $20.9K and leaving 15,475 shares worth $1.79M. The position accounts for 0.27% of the portfolio, ranked #82.

Financial Architects (New Jersey) first reported a position in MRK in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.08M in Q3 2016. 3,256 funds tracked by Wall St. Rank hold MRK as of Q2 2023.

  • Financial Architects (New Jersey) held 15,475 shares of Merck worth $1.79M as of Q2 2023.
  • Financial Architects (New Jersey) sold 184 Merck shares in Q2 2023, an estimated $20.9K.
  • Merck made up 0.27% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #82 holding.
  • Financial Architects (New Jersey) first reported a position in Merck in Q2 2013 and has held it in 40 quarters since.
  • Financial Architects (New Jersey)'s Merck position peaked at $2.08M in Q3 2016.
  • 3,256 funds tracked by Wall St. Rank held Merck as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.