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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MRK Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Merck (MRK) stake by 8.7% in Q2 2024, selling an estimated $160K and leaving 13,065 shares worth $1.62M. The position accounts for 0.9% of the portfolio, ranked #24.

Heritage Wealth Management (Arizona) first reported a position in MRK in Q1 2021 and has held it in 10 quarters since. The position peaked at $5.32M in Q4 2022. 3,551 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

Heritage Wealth Management (Arizona) held 13,065 shares of Merck worth $1.62M as of Q2 2024.
Heritage Wealth Management (Arizona) sold 1,245 Merck shares in Q2 2024, an estimated $160K.
Merck made up 0.9% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #24 holding.
Heritage Wealth Management (Arizona) first reported a position in Merck in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Merck position peaked at $5.32M in Q4 2022.
3,551 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.