Titus Wealth Management’s Merck MRK Stock Holding History

Titus Wealth Management’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
2022 Q2	$326K	Sell	3,573 -166	-4%	-$14.7K	0.16%	102
2022 Q1	$307K	Buy	3,739 +484	+15%	+$38.2K	0.14%	120
2021 Q4	$249K	Sell	3,255 -215	-6%	-$17.1K	0.11%	140
2021 Q3	$261K	Buy	3,470 +761	+28%	+$57.9K	0.14%	126
2021 Q2	$211K	Sell	2,709 -183	-6%	-$13.6K	0.11%	144
2021 Q1	$213K	Sell	2,892 -521	-15%	-$38.4K	0.12%	133
2020 Q4	$266K	Buy	3,413 +376	+12%	+$28.8K	0.16%	102
2020 Q3	$240K	Buy	+3,037	New	+$238K	0.17%	103
2020 Q1	–	Sell	-2,386	Closed	-$207K	–	112
2019 Q4	$207K	Buy	+2,386	New	+$196K	0.21%	102

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Titus Wealth Management's MRK Position: Q2 2022 in Review

Titus Wealth Management reduced its Merck (MRK) stake by 4.4% in Q2 2022, selling an estimated $14.7K and leaving 3,573 shares worth $326K. The position accounts for 0.16% of the portfolio, ranked #102.

Titus Wealth Management first reported a position in MRK in Q4 2019 and has held it in 9 quarters since. 3,013 funds tracked by Wall St. Rank hold MRK as of Q2 2022.

Titus Wealth Management held 3,573 shares of Merck worth $326K as of Q2 2022.
Titus Wealth Management sold 166 Merck shares in Q2 2022, an estimated $14.7K.
Merck made up 0.16% of Titus Wealth Management's portfolio in Q2 2022, its #102 holding.
Titus Wealth Management first reported a position in Merck in Q4 2019 and has held it in 9 quarters since.
3,013 funds tracked by Wall St. Rank held Merck as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.