Rainsberger Wealth Advisors’s Merck MRK Stock Holding History

Rainsberger Wealth Advisors’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 Q4	$1.48M	Buy	13,592 +156	+1%	+$16.2K	0.81%	38
2023 Q3	$1.38M	Buy	13,436 +347	+3%	+$37.4K	0.85%	36
2023 Q2	$1.51M	Sell	13,089 -235	-2%	-$26.7K	0.91%	35
2023 Q1	$1.42M	Buy	13,324 +862	+7%	+$93.1K	0.84%	35
2022 Q4	$1.38M	Buy	12,462 +1,646	+15%	+$168K	0.88%	33
2022 Q3	$931K	Buy	10,816 +1,727	+19%	+$154K	0.64%	39
2022 Q2	$829K	Buy	9,089 +601	+7%	+$53.3K	0.61%	40
2022 Q1	$696K	Buy	8,488 +3,050	+56%	+$240K	0.45%	50
2021 Q4	$417K	Buy	+5,438	New	+$433K	0.24%	58

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Rainsberger Wealth Advisors's MRK Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its Merck (MRK) stake by 1.2% in Q4 2023, buying an estimated $16.2K and bringing the position to 13,592 shares worth $1.48M. The position accounts for 0.81% of the portfolio, ranked #38.

Rainsberger Wealth Advisors first reported a position in MRK in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.51M in Q2 2023. 3,434 funds tracked by Wall St. Rank hold MRK as of Q4 2023.

Rainsberger Wealth Advisors held 13,592 shares of Merck worth $1.48M as of Q4 2023.
Rainsberger Wealth Advisors bought 156 Merck shares in Q4 2023, an estimated $16.2K.
Merck made up 0.81% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #38 holding.
Rainsberger Wealth Advisors first reported a position in Merck in Q4 2021 and has held it in 9 quarters since.
Rainsberger Wealth Advisors's Merck position peaked at $1.51M in Q2 2023.
3,434 funds tracked by Wall St. Rank held Merck as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.