First Capital Advisors Group’s Merck MRK Stock Holding History

First Capital Advisors 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
2023 Q2	$1.06M	Sell	9,146 -8	-0.1%	-$908	0.55%	47
2023 Q1	$974K	Sell	9,154 -221	-2%	-$23.9K	0.63%	45
2022 Q4	$1.04M	Sell	9,375 -778	-8%	-$79.5K	0.71%	42
2022 Q3	$874K	Buy	10,153 +476	+5%	+$42.5K	0.73%	40
2022 Q2	$882K	Buy	+9,677	New	+$858K	0.61%	42
2018 Q4	$813K	Sell	11,153 -1,267	-10%	-$89.4K	0.61%	41
2018 Q3	$841K	Sell	12,420 -15	-0.1%	-$956	0.52%	44
2018 Q2	$720K	Buy	12,435 +3,312	+36%	+$187K	0.48%	46
2018 Q1	$474K	Sell	9,123 -1,075	-11%	-$58.1K	0.27%	75
2017 Q4	$548K	Sell	10,198 -986	-9%	-$54.7K	0.35%	78
2017 Q3	$683K	Buy	11,184 +233	+2%	+$14.1K	0.47%	57
2017 Q2	$670K	Sell	10,951 -1,059	-9%	-$64.5K	0.46%	66
2017 Q1	$728K	Buy	12,010 +504	+4%	+$30.6K	0.54%	59
2016 Q4	$646K	Buy	+11,506	New	+$673K	0.6%	43

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Capital Advisors Group's MRK Position: Q2 2023 in Review

First Capital Advisors Group reduced its Merck (MRK) stake by 0.09% in Q2 2023, selling an estimated $908 and leaving 9,146 shares worth $1.06M. The position accounts for 0.55% of the portfolio, ranked #47.

First Capital Advisors Group first reported a position in MRK in Q4 2016 and has held it in 14 quarters since. 3,255 funds tracked by Wall St. Rank hold MRK as of Q2 2023.

First Capital Advisors Group held 9,146 shares of Merck worth $1.06M as of Q2 2023.
First Capital Advisors Group sold 8 Merck shares in Q2 2023, an estimated $908.
Merck made up 0.55% of First Capital Advisors Group's portfolio in Q2 2023, its #47 holding.
First Capital Advisors Group first reported a position in Merck in Q4 2016 and has held it in 14 quarters since.
3,255 funds tracked by Wall St. Rank held Merck as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.