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FirstPurpose Wealth’s Merck MRK Stock Holding History

FirstPurpose Wealth’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
Q1 		$365K Buy
2,880
+7
+0.2% +$863 0.13% 140
2023
Q4 		$313K Buy
2,873
+175
+6% +$18.2K 0.12% 148
2023
Q3 		$278K Buy
2,698
+68
+3% +$7.33K 0.12% 150
2023
Q2 		$303K Sell
2,630
-585
-18% -$66.4K 0.13% 139
2023
Q1 		$342K Buy
3,215
+55
+2% +$5.94K 0.17% 108
2022
Q4 		$351K Buy
3,160
+109
+4% +$11.1K 0.2% 95
2022
Q3 		$263K Buy
3,051
+83
+3% +$7.41K 0.17% 107
2022
Q2 		$271K Buy
2,968
+172
+6% +$15.2K 0.18% 102
2022
Q1 		$229K Buy
+2,796
New +$220K 0.18% 118

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FirstPurpose Wealth's MRK Position: Q1 2024 in Review

FirstPurpose Wealth increased its Merck (MRK) stake by 0.24% in Q1 2024, buying an estimated $863 and bringing the position to 2,880 shares worth $365K. The position accounts for 0.13% of the portfolio, ranked #140.

FirstPurpose Wealth first reported a position in MRK in Q1 2022 and has held it in 9 quarters since. 3,536 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

  • FirstPurpose Wealth held 2,880 shares of Merck worth $365K as of Q1 2024.
  • FirstPurpose Wealth bought 7 Merck shares in Q1 2024, an estimated $863.
  • Merck made up 0.13% of FirstPurpose Wealth's portfolio in Q1 2024, its #140 holding.
  • FirstPurpose Wealth first reported a position in Merck in Q1 2022 and has held it in 9 quarters since.
  • 3,536 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.