HCWM
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Harrison & Co Wealth Management’s Merck MRK Stock Holding History

Harrison & Co 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
2022
Q4 		$1.07M Sell
9,667
-257
-3% -$26.3K 1.04% 28
2022
Q3 		$855K Sell
9,924
-706
-7% -$63K 0.91% 40
2022
Q2 		$969K Buy
10,630
+258
+2% +$22.9K 0.92% 36
2022
Q1 		$851K Sell
10,372
-195
-2% -$15.4K 0.75% 59
2021
Q4 		$810K Buy
+10,567
New +$842K 0.68% 66

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Harrison & Co Wealth Management's MRK Position: Q4 2022 in Review

Harrison & Co Wealth Management reduced its Merck (MRK) stake by 2.6% in Q4 2022, selling an estimated $26.3K and leaving 9,667 shares worth $1.07M. The position accounts for 1.04% of the portfolio, ranked #28.

Harrison & Co Wealth Management first reported a position in MRK in Q4 2021 and has held it in 5 quarters since. 3,238 funds tracked by Wall St. Rank hold MRK as of Q4 2022.

  • Harrison & Co Wealth Management held 9,667 shares of Merck worth $1.07M as of Q4 2022.
  • Harrison & Co Wealth Management sold 257 Merck shares in Q4 2022, an estimated $26.3K.
  • Merck made up 1.04% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #28 holding.
  • Harrison & Co Wealth Management first reported a position in Merck in Q4 2021 and has held it in 5 quarters since.
  • 3,238 funds tracked by Wall St. Rank held Merck as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.