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

Heritage Wealth Management (Texas)’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
Q3 		– Sell
-2,200
Closed -$272K – 40
2024
Q2 		$272K Buy
+2,200
New +$283K 0.17% 32

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

Heritage Wealth Management (Texas)'s MRK Position: Q3 2024 in Review

Heritage Wealth Management (Texas) sold out of Merck (MRK) in Q3 2024, closing a stake of 2,200 shares — an estimated $272K sold.

Heritage Wealth Management (Texas) first reported a position in MRK in Q2 2024 and held it in 1 quarter. The position peaked at $272K in Q2 2024. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • Heritage Wealth Management (Texas) reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
  • Heritage Wealth Management (Texas) sold 2,200 Merck shares in Q3 2024, an estimated $272K.
  • Heritage Wealth Management (Texas) first reported a position in Merck in Q2 2024 and held it in 1 quarter.
  • Heritage Wealth Management (Texas)'s Merck position peaked at $272K in Q2 2024.
  • 3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q3 2024, filed 30 Oct 2024.