MWM
MRK icon

Minot Wealth Management’s Merck MRK Stock Holding History

Minot 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
2022
Q2 		$4.4M Buy
48,251
+37,243
+338% +$3.3M 1.13% 26
2022
Q1 		$903K Buy
11,008
+1,263
+13% +$99.6K 0.19% 93
2021
Q4 		$747K Buy
9,745
+1,806
+23% +$144K 0.14% 105
2021
Q3 		$596K Buy
7,939
+722
+10% +$54.9K 0.13% 113
2021
Q2 		$560K Buy
7,217
+386
+6% +$28.7K 0.12% 118
2021
Q1 		$502K Sell
6,831
-38,211
-85% -$2.82M 0.13% 115
2020
Q4 		$3.52M Buy
45,042
+3,644
+9% +$279K 1.05% 36
2020
Q3 		$3.28M Buy
41,398
+10,089
+32% +$790K 1.23% 30
2020
Q2 		$2.31M Buy
31,309
+10,320
+49% +$777K 1.15% 36
2020
Q1 		$1.54M Buy
20,989
+17,600
+519% +$1.38M 1.1% 32
2019
Q4 		$290K Buy
+3,389
New +$278K 0.13% 109

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Minot Wealth Management's MRK Position: Q2 2022 in Review

Minot Wealth Management increased its Merck (MRK) stake by 338% in Q2 2022, buying an estimated $3.3M and bringing the position to 48,251 shares worth $4.4M. The position accounts for 1.13% of the portfolio, ranked #26.

Minot Wealth Management first reported a position in MRK in Q4 2019 and has held it in 11 quarters since. 3,014 funds tracked by Wall St. Rank hold MRK as of Q2 2022.

  • Minot Wealth Management held 48,251 shares of Merck worth $4.4M as of Q2 2022.
  • Minot Wealth Management bought 37,243 Merck shares in Q2 2022, an estimated $3.3M.
  • Merck made up 1.13% of Minot Wealth Management's portfolio in Q2 2022, its #26 holding.
  • Minot Wealth Management first reported a position in Merck in Q4 2019 and has held it in 11 quarters since.
  • 3,014 funds tracked by Wall St. Rank held Merck as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.