Forum Private Client Group’s Merck MRK Stock Holding History

Forum Private Client 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
2024 Q2	–	Sell	-1,593	Closed	-$210K	–	75
2024 Q1	$210K	Buy	+1,593	New	+$196K	0.1%	70

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Forum Private Client Group's MRK Position: Q2 2024 in Review

Forum Private Client Group sold out of Merck (MRK) in Q2 2024, closing a stake of 1,593 shares — an estimated $210K sold.

Forum Private Client Group first reported a position in MRK in Q1 2024 and held it in 1 quarter. The position peaked at $210K in Q1 2024. 3,544 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

Forum Private Client Group reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
Forum Private Client Group sold 1,593 Merck shares in Q2 2024, an estimated $210K.
Forum Private Client Group first reported a position in Merck in Q1 2024 and held it in 1 quarter.
Forum Private Client Group's Merck position peaked at $210K in Q1 2024.
3,544 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Forum Private Client Group's 13F filing for Q2 2024, filed 13 Aug 2024.