Nova R Wealth’s Merck MRK Stock Holding History

Nova R Wealth’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	-1,828	Closed	-$226K	–	85
2024 Q2	$226K	Buy	1,828 +5	+0.3%	+$644	0.12%	76
2024 Q1	$241K	Buy	+1,823	New	+$225K	0.13%	73

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

Nova R Wealth's MRK Position: Q3 2024 in Review

Nova R Wealth sold out of Merck (MRK) in Q3 2024, closing a stake of 1,828 shares — an estimated $226K sold.

Nova R Wealth first reported a position in MRK in Q1 2024 and held it in 2 quarters. The position peaked at $241K in Q1 2024. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

Nova R Wealth reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
Nova R Wealth sold 1,828 Merck shares in Q3 2024, an estimated $226K.
Nova R Wealth first reported a position in Merck in Q1 2024 and held it in 2 quarters.
Nova R Wealth's Merck position peaked at $241K in Q1 2024.
3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Nova R Wealth's 13F filing for Q3 2024, filed 15 Oct 2024.