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MGB Wealth Management’s Merck MRK Stock Holding History

MGB 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
Q4 		– Sell
-7,355
Closed -$835K – 300
2024
Q3 		$835K Buy
7,355
+75
+1% +$8.91K 0.3% 81
2024
Q2 		$934K Hold
7,280
– – 0.35% 73
2024
Q1 		$960K Buy
7,280
+105
+1% +$12.9K 0.39% 69
2023
Q4 		$782K Buy
+7,175
New +$745K 0.39% 72

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

MGB Wealth Management's MRK Position: Q4 2024 in Review

MGB Wealth Management sold out of Merck (MRK) in Q4 2024, closing a stake of 7,355 shares — an estimated $835K sold.

MGB Wealth Management first reported a position in MRK in Q4 2023 and held it in 4 quarters. The position peaked at $960K in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • MGB Wealth Management reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • MGB Wealth Management sold 7,355 Merck shares in Q4 2024, an estimated $835K.
  • MGB Wealth Management first reported a position in Merck in Q4 2023 and held it in 4 quarters.
  • MGB Wealth Management's Merck position peaked at $960K in Q1 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on MGB Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.