Lumature Wealth Partners’s Merck MRK Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$95.2K	Buy	825 +22	+3%	+$2.5K	0.06%	194
2023 Q1	$85.4K	Sell	803 -933	-54%	-$101K	0.05%	194
2022 Q4	$193K	Buy	1,736 +642	+59%	+$65.6K	0.11%	152
2022 Q3	$94K	Buy	1,094 +147	+16%	+$13.1K	0.05%	197
2022 Q2	$86K	Sell	947 -145	-13%	-$12.9K	0.04%	210
2022 Q1	$90K	Sell	1,092 -71	-6%	-$5.6K	0.04%	220
2021 Q4	$89K	Buy	1,163 +239	+26%	+$19K	0.03%	194
2021 Q3	$69K	Sell	924 -175	-16%	-$13.3K	0.03%	211
2021 Q2	$85K	Buy	1,099 +243	+28%	+$18.1K	0.04%	189
2021 Q1	$63K	Buy	+856	New	+$63.1K	0.03%	210

Other funds holding MRK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lumature Wealth Partners's MRK Position: Q2 2023 in Review

Lumature Wealth Partners increased its Merck (MRK) stake by 2.7% in Q2 2023, buying an estimated $2.5K and bringing the position to 825 shares worth $95.2K. The position accounts for 0.06% of the portfolio, ranked #194.

Lumature Wealth Partners first reported a position in MRK in Q1 2021 and has held it in 10 quarters since. The position peaked at $193K in Q4 2022. 3,256 funds tracked by Wall St. Rank hold MRK as of Q2 2023.

Lumature Wealth Partners held 825 shares of Merck worth $95.2K as of Q2 2023.
Lumature Wealth Partners bought 22 Merck shares in Q2 2023, an estimated $2.5K.
Merck made up 0.06% of Lumature Wealth Partners's portfolio in Q2 2023, its #194 holding.
Lumature Wealth Partners first reported a position in Merck in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Merck position peaked at $193K in Q4 2022.
3,256 funds tracked by Wall St. Rank held Merck as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.