HWMA
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Heritage Wealth Management (Arizona)’s Merck MRK Stock Holding History

Heritage Wealth Management (Arizona)’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 		$1.62M Sell
13,065
-1,245
-9% -$160K 0.9% 24
2024
Q1 		$1.89M Sell
14,310
-289
-2% -$35.6K 0.96% 22
2023
Q4 		$1.59M Buy
+14,599
New +$1.52M 0.86% 26
2022
Q4 		$5.32M Buy
47,955
+25,703
+116% +$2.63M 0.76% 26
2022
Q3 		$1.92M Buy
22,252
+1,346
+6% +$120K 0.62% 30
2022
Q2 		$1.91M Buy
20,906
+5,581
+36% +$495K 0.63% 32
2022
Q1 		$1.26M Buy
+15,325
New +$1.21M 0.34% 56
2021
Q3 		$860K Buy
11,446
+1,045
+10% +$79.5K 0.31% 62
2021
Q2 		$809K Sell
10,401
-258
-2% -$19.2K 0.31% 68
2021
Q1 		$784K Buy
+10,659
New +$786K 0.44% 55

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return