Oxler Private Wealth’s Merck MRK Stock Holding History

Oxler Private 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 Q2	–	Sell	-8,686	Closed	-$1.15M	–	86
2024 Q1	$1.15M	Buy	+8,686	New	+$1.07M	0.45%	41
2023 Q4	–	Sell	-7,581	Closed	-$781K	–	83
2023 Q3	$781K	Buy	7,581 +48	+0.6%	+$5.17K	0.39%	51
2023 Q2	$869K	Buy	7,533 +49	+0.7%	+$5.56K	0.41%	51
2023 Q1	$796K	Buy	7,484 +49	+0.7%	+$5.29K	0.39%	56
2022 Q4	$825K	Buy	7,435 +59	+0.8%	+$6.03K	0.44%	55
2022 Q3	$635K	Buy	7,376 +53	+0.7%	+$4.73K	0.36%	63
2022 Q2	$668K	Buy	7,323 +59	+0.8%	+$5.23K	0.32%	69
2022 Q1	$596K	Buy	7,264 +64	+0.9%	+$5.05K	0.27%	79
2021 Q4	$551K	Hold	7,200	–	–	0.23%	89
2021 Q3	$540K	Sell	7,200 -132	-2%	-$10K	0.24%	90
2021 Q2	$570K	Sell	7,332 -214	-3%	-$15.9K	0.25%	93
2021 Q1	$555K	Buy	7,546 +210	+3%	+$15.5K	0.28%	83
2020 Q4	$572K	Buy	+7,336	New	+$561K	0.32%	70

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

Oxler Private Wealth's MRK Position: Q2 2024 in Review

Oxler Private Wealth sold out of Merck (MRK) in Q2 2024, closing a stake of 8,686 shares — an estimated $1.15M sold.

Oxler Private Wealth first reported a position in MRK in Q4 2020 and held it in 13 quarters. The position peaked at $1.15M in Q1 2024. 3,544 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

Oxler Private Wealth reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
Oxler Private Wealth sold 8,686 Merck shares in Q2 2024, an estimated $1.15M.
Oxler Private Wealth first reported a position in Merck in Q4 2020 and held it in 13 quarters.
Oxler Private Wealth's Merck position peaked at $1.15M in Q1 2024.
3,544 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Oxler Private Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.