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Steward Partners Investment Solutions’s Merck MRK Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$2.8M Buy
21,231
+802
+4% +$98.9K 0.47% 51
2023
Q4 		$2.23M Buy
+20,429
New +$2.12M 0.93% 25

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

Steward Partners Investment Solutions's MRK Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Merck (MRK) stake by 3.9% in Q1 2024, buying an estimated $98.9K and bringing the position to 21,231 shares worth $2.8M. The position accounts for 0.47% of the portfolio, ranked #51.

Steward Partners Investment Solutions first reported a position in MRK in Q4 2023 and has held it in 2 quarters since. 3,536 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

  • Steward Partners Investment Solutions held 21,231 shares of Merck worth $2.8M as of Q1 2024.
  • Steward Partners Investment Solutions bought 802 Merck shares in Q1 2024, an estimated $98.9K.
  • Merck made up 0.47% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #51 holding.
  • Steward Partners Investment Solutions first reported a position in Merck in Q4 2023 and has held it in 2 quarters since.
  • 3,536 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.