NWM
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NEIRG Wealth Management’s Merck MRK Stock Holding History

NEIRG 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
2023
Q3 		– Sell
-36,420
Closed -$4.2M – 75
2023
Q2 		$4.2M Sell
36,420
-5,521
-13% -$627K 0.77% 33
2023
Q1 		$4.46M Buy
41,941
+98
+0.2% +$10.6K 0.77% 41
2022
Q4 		$4.64M Buy
41,843
+2,493
+6% +$255K 0.87% 37
2022
Q3 		$3.39M Buy
39,350
+4,999
+15% +$446K 0.68% 43
2022
Q2 		$3.13M Buy
34,351
+15,568
+83% +$1.38M 0.68% 40
2022
Q1 		$1.54M Buy
18,783
+8,055
+75% +$635K 0.3% 65
2021
Q4 		$822K Buy
+10,728
New +$854K 0.16% 68

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NEIRG Wealth Management's MRK Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Merck (MRK) in Q3 2023, closing a stake of 36,420 shares — an estimated $4.2M sold.

NEIRG Wealth Management first reported a position in MRK in Q4 2021 and held it in 7 quarters. The position peaked at $4.64M in Q4 2022. 3,215 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

  • NEIRG Wealth Management reported no remaining Merck position as of Q3 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 36,420 Merck shares in Q3 2023, an estimated $4.2M.
  • NEIRG Wealth Management first reported a position in Merck in Q4 2021 and held it in 7 quarters.
  • NEIRG Wealth Management's Merck position peaked at $4.64M in Q4 2022.
  • 3,215 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.