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Tactive Advisors’s Merck MRK Stock Holding History

Tactive 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
Q1 		$427K Buy
3,233
+778
+32% +$95.9K 0.23% 78
2023
Q4 		$268K Buy
+2,455
New +$255K 0.17% 73
2023
Q3 		– Sell
-1,990
Closed -$230K – 82
2023
Q2 		$230K Buy
+1,990
New +$226K 0.18% 63

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tactive Advisors's MRK Position: Q1 2024 in Review

Tactive Advisors increased its Merck (MRK) stake by 32% in Q1 2024, buying an estimated $95.9K and bringing the position to 3,233 shares worth $427K. The position accounts for 0.23% of the portfolio, ranked #78.

Tactive Advisors first reported a position in MRK in Q2 2023 and has held it in 3 quarters since. 3,544 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

  • Tactive Advisors held 3,233 shares of Merck worth $427K as of Q1 2024.
  • Tactive Advisors bought 778 Merck shares in Q1 2024, an estimated $95.9K.
  • Merck made up 0.23% of Tactive Advisors's portfolio in Q1 2024, its #78 holding.
  • Tactive Advisors first reported a position in Merck in Q2 2023 and has held it in 3 quarters since.
  • 3,544 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on Tactive Advisors's 13F filing for Q1 2024, filed 4 Jun 2024.