HFA
MRK icon

HC Financial Advisors’s Merck MRK Stock Holding History

HC Financial Advisors’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
Q2 		$77K Hold
846
– – 0.05% 109
2022
Q1 		$69K Sell
846
-85
-9% -$6.7K 0.04% 118
2021
Q4 		$71K Hold
931
– – 0.04% 120
2021
Q3 		$70K Hold
931
– – 0.04% 116
2021
Q2 		$72K Sell
931
-1,513
-62% -$113K 0.04% 112
2021
Q1 		$180K Hold
2,444
– – 0.11% 79
2020
Q4 		$191K Buy
2,444
+678
+38% +$51.9K 0.12% 80
2020
Q3 		$140K Hold
1,766
– – 0.1% 79
2020
Q2 		$130K Hold
1,766
– – 0.1% 73
2020
Q1 		$130K Buy
+1,766
New +$139K 0.12% 74

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HC Financial Advisors's MRK Position: Q2 2022 in Review

HC Financial Advisors held its Merck (MRK) position steady in Q2 2022 at 846 shares worth $77K. The position accounts for 0.05% of the portfolio, ranked #109.

HC Financial Advisors first reported a position in MRK in Q1 2020 and has held it in 10 quarters since. The position peaked at $191K in Q4 2020. 3,014 funds tracked by Wall St. Rank hold MRK as of Q2 2022.

  • HC Financial Advisors held 846 shares of Merck worth $77K as of Q2 2022.
  • HC Financial Advisors left its Merck share count unchanged in Q2 2022.
  • Merck made up 0.05% of HC Financial Advisors's portfolio in Q2 2022, its #109 holding.
  • HC Financial Advisors first reported a position in Merck in Q1 2020 and has held it in 10 quarters since.
  • HC Financial Advisors's Merck position peaked at $191K in Q4 2020.
  • 3,014 funds tracked by Wall St. Rank held Merck as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.