ML&R Wealth Management’s Merck MRK Stock Holding History

ML&R 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 Q1	$236K	Buy	+1,787	New	+$220K	0.05%	65
2023 Q4	–	Sell	-2,063	Closed	-$212K	–	75
2023 Q3	$212K	Buy	2,063 +26	+1%	+$2.8K	0.06%	62
2023 Q2	$235K	Sell	2,037 -12	-0.6%	-$1.36K	0.05%	83
2023 Q1	$218K	Buy	+2,049	New	+$221K	0.06%	63

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

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

ML&R Wealth Management's MRK Position: Q1 2024 in Review

ML&R Wealth Management opened a new position in Merck (MRK) in Q1 2024: 1,787 shares worth $236K. The stake represents 0.05% of the portfolio and ranks #65 among its holdings. This is a return to the name: ML&R Wealth Management previously reported a position in MRK as recently as Q3 2023.

ML&R Wealth Management first reported a position in MRK in Q1 2023 and has held it in 4 quarters since. 3,535 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

ML&R Wealth Management held 1,787 shares of Merck worth $236K as of Q1 2024.
Merck was a new ML&R Wealth Management position in Q1 2024.
Merck made up 0.05% of ML&R Wealth Management's portfolio in Q1 2024, its #65 holding.
ML&R Wealth Management first reported a position in Merck in Q1 2023 and has held it in 4 quarters since.
3,535 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.