GA
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Gateway Advisory’s Merck MRK Stock Holding History

Gateway Advisory’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
Q3 		$4.59M Buy
40,463
+520
+1% +$61.8K 0.74% 33
2024
Q2 		$4.95M Buy
39,943
+988
+3% +$127K 0.84% 31
2024
Q1 		$5.14M Buy
38,955
+3,133
+9% +$386K 0.9% 31
2023
Q4 		$3.91M Buy
35,822
+32,916
+1,133% +$3.42M 0.75% 34
2023
Q3 		$299K Buy
2,906
+245
+9% +$26.4K 0.06% 70
2023
Q2 		$307K Sell
2,661
-157
-6% -$17.8K 0.07% 64
2023
Q1 		$300K Buy
2,818
+1
+0% +$108 0.07% 72
2022
Q4 		$313K Buy
2,817
+1
+0% +$102 0.08% 58
2022
Q3 		$243K Buy
2,816
+166
+6% +$14.8K 0.06% 68
2022
Q2 		$242K Buy
2,650
+1
+0% +$89 0.1% 52
2022
Q1 		$217K Buy
+2,649
New +$209K 0.06% 88

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

Gateway Advisory's MRK Position: Q3 2024 in Review

Gateway Advisory increased its Merck (MRK) stake by 1.3% in Q3 2024, buying an estimated $61.8K and bringing the position to 40,463 shares worth $4.59M. The position accounts for 0.74% of the portfolio, ranked #33.

Gateway Advisory first reported a position in MRK in Q1 2022 and has held it in 11 quarters since. The position peaked at $5.14M in Q1 2024. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • Gateway Advisory held 40,463 shares of Merck worth $4.59M as of Q3 2024.
  • Gateway Advisory bought 520 Merck shares in Q3 2024, an estimated $61.8K.
  • Merck made up 0.74% of Gateway Advisory's portfolio in Q3 2024, its #33 holding.
  • Gateway Advisory first reported a position in Merck in Q1 2022 and has held it in 11 quarters since.
  • Gateway Advisory's Merck position peaked at $5.14M in Q1 2024.
  • 3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.