Mittelman Wealth Management’s Merck MRK Stock Holding History

Mittelman 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 Q3	–	Sell	-5,638	Closed	-$698K	–	55
2024 Q2	$698K	Buy	5,638 +2,066	+58%	+$266K	0.45%	43
2024 Q1	$471K	Buy	+3,572	New	+$440K	0.32%	49

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mittelman Wealth Management's MRK Position: Q3 2024 in Review

Mittelman Wealth Management sold out of Merck (MRK) in Q3 2024, closing a stake of 5,638 shares — an estimated $698K sold.

Mittelman Wealth Management first reported a position in MRK in Q1 2024 and held it in 2 quarters. The position peaked at $698K in Q2 2024. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

Mittelman Wealth Management reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
Mittelman Wealth Management sold 5,638 Merck shares in Q3 2024, an estimated $698K.
Mittelman Wealth Management first reported a position in Merck in Q1 2024 and held it in 2 quarters.
Mittelman Wealth Management's Merck position peaked at $698K in Q2 2024.
3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.