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ICA Group Wealth Management’s Merck MRK Stock Holding History

ICA Group 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
2024
Q2 		$27.2K Sell
220
-2,203
-91% -$284K 0.02% 319
2024
Q1 		$320K Sell
2,423
-56
-2% -$6.9K 0.06% 221
2023
Q4 		$270K Buy
2,479
+250
+11% +$25.9K 0.06% 214
2023
Q3 		$229K Buy
2,229
+103
+5% +$11.1K 0.06% 207
2023
Q2 		$245K Sell
2,126
-10,221
-83% -$1.16M 0.06% 197
2023
Q1 		$1.31M Buy
12,347
+1,101
+10% +$119K 0.31% 76
2022
Q4 		$1.25M Sell
11,246
-3,005
-21% -$307K 0.29% 85
2022
Q3 		$1.23M Buy
14,251
+99
+0.7% +$8.84K 0.26% 96
2022
Q2 		$1.3M Buy
14,152
+35
+0.2% +$3.1K 0.24% 98
2022
Q1 		$1.27M Buy
+14,117
New +$1.11M 0.24% 101

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

ICA Group Wealth Management's MRK Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Merck (MRK) stake by 91% in Q2 2024, selling an estimated $284K and leaving 220 shares worth $27.2K. The position accounts for 0.02% of the portfolio, ranked #319.

ICA Group Wealth Management first reported a position in MRK in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.31M in Q1 2023. 3,544 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

  • ICA Group Wealth Management held 220 shares of Merck worth $27.2K as of Q2 2024.
  • ICA Group Wealth Management sold 2,203 Merck shares in Q2 2024, an estimated $284K.
  • Merck made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #319 holding.
  • ICA Group Wealth Management first reported a position in Merck in Q1 2022 and has held it in 10 quarters since.
  • ICA Group Wealth Management's Merck position peaked at $1.31M in Q1 2023.
  • 3,544 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.