KWAG
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Kiely Wealth Advisory Group’s Merck MRK Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$51.8K Hold
600
– – 0.03% 119
2024
Q3 		$59.7K Hold
600
– – 0.04% 113
2024
Q2 		$68.4K Hold
600
– – 0.04% 93
2024
Q1 		$78.8K Hold
600
– – 0.04% 83
2023
Q4 		$72.4K Buy
+600
New +$62.3K 0.04% 87

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kiely Wealth Advisory Group's MRK Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Merck (MRK) position steady in Q4 2024 at 600 shares worth $51.8K. The position accounts for 0.03% of the portfolio, ranked #119.

Kiely Wealth Advisory Group first reported a position in MRK in Q4 2023 and has held it in 5 quarters since. The position peaked at $78.8K in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Kiely Wealth Advisory Group held 600 shares of Merck worth $51.8K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Merck share count unchanged in Q4 2024.
  • Merck made up 0.03% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #119 holding.
  • Kiely Wealth Advisory Group first reported a position in Merck in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Merck position peaked at $78.8K in Q1 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.