GWM
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Greenhouse Wealth Management’s Merck MRK Stock Holding History

Greenhouse Wealth Management’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
-1,542
Closed -$203K – 60
2024
Q1 		$203K Buy
+1,542
New +$190K 0.15% 58
2021
Q1 		– Sell
-1,469
Closed -$115K – 96
2020
Q4 		$115K Buy
+1,469
New +$112K 0.11% 71

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

Greenhouse Wealth Management's MRK Position: Q2 2024 in Review

Greenhouse Wealth Management sold out of Merck (MRK) in Q2 2024, closing a stake of 1,542 shares — an estimated $203K sold.

Greenhouse Wealth Management first reported a position in MRK in Q4 2020 and held it in 2 quarters. The position peaked at $203K in Q1 2024. 3,544 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

  • Greenhouse Wealth Management reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
  • Greenhouse Wealth Management sold 1,542 Merck shares in Q2 2024, an estimated $203K.
  • Greenhouse Wealth Management first reported a position in Merck in Q4 2020 and held it in 2 quarters.
  • Greenhouse Wealth Management's Merck position peaked at $203K in Q1 2024.
  • 3,544 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Greenhouse Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.