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Source Financial Advisors’s Merck MRK Stock Holding History

Source Financial 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
2024
Q3 		$362K Buy
3,185
+101
+3% +$12K 0.11% 84
2024
Q2 		$382K Buy
3,084
+1
+0% +$129 0.12% 78
2024
Q1 		$407K Buy
3,083
+73
+2% +$9K 0.12% 81
2023
Q4 		$328K Buy
3,010
+168
+6% +$17.4K 0.1% 97
2023
Q3 		$293K Sell
2,842
-131
-4% -$14.1K 0.1% 104
2023
Q2 		$343K Buy
2,973
+187
+7% +$21.2K 0.11% 100
2023
Q1 		$296K Buy
2,786
+165
+6% +$17.8K 0.1% 101
2022
Q4 		$291K Buy
2,621
+72
+3% +$7.36K 0.11% 102
2022
Q3 		$219K Buy
2,549
+277
+12% +$24.7K 0.09% 107
2022
Q2 		$207K Buy
+2,272
New +$201K 0.08% 109

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Source Financial Advisors's MRK Position: Q3 2024 in Review

Source Financial Advisors increased its Merck (MRK) stake by 3.3% in Q3 2024, buying an estimated $12K and bringing the position to 3,185 shares worth $362K. The position accounts for 0.11% of the portfolio, ranked #84.

Source Financial Advisors first reported a position in MRK in Q2 2022 and has held it in 10 quarters since. The position peaked at $407K in Q1 2024. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • Source Financial Advisors held 3,185 shares of Merck worth $362K as of Q3 2024.
  • Source Financial Advisors bought 101 Merck shares in Q3 2024, an estimated $12K.
  • Merck made up 0.11% of Source Financial Advisors's portfolio in Q3 2024, its #84 holding.
  • Source Financial Advisors first reported a position in Merck in Q2 2022 and has held it in 10 quarters since.
  • Source Financial Advisors's Merck position peaked at $407K in Q1 2024.
  • 3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.