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Triad Financial Advisors’s Merck MRK Stock Holding History

Triad 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
2023
Q3 		$344K Buy
3,342
+545
+19% +$58.7K 0.12% 65
2023
Q2 		$323K Sell
2,797
-21
-0.7% -$2.38K 0.13% 66
2023
Q1 		$300K Sell
2,818
-96
-3% -$10.4K 0.13% 74
2022
Q4 		$323K Buy
2,914
+19
+0.7% +$1.94K 0.14% 76
2022
Q3 		$249K Buy
2,895
+40
+1% +$3.57K 0.14% 83
2022
Q2 		$260K Sell
2,855
-39
-1% -$3.46K 0.14% 83
2022
Q1 		$237K Sell
2,894
-294
-9% -$23.2K 0.13% 98
2021
Q4 		$244K Buy
+3,188
New +$254K 0.14% 106

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Triad Financial Advisors's MRK Position: Q3 2023 in Review

Triad Financial Advisors increased its Merck (MRK) stake by 19% in Q3 2023, buying an estimated $58.7K and bringing the position to 3,342 shares worth $344K. The position accounts for 0.12% of the portfolio, ranked #65.

Triad Financial Advisors first reported a position in MRK in Q4 2021 and has held it in 8 quarters since. 3,213 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

  • Triad Financial Advisors held 3,342 shares of Merck worth $344K as of Q3 2023.
  • Triad Financial Advisors bought 545 Merck shares in Q3 2023, an estimated $58.7K.
  • Merck made up 0.12% of Triad Financial Advisors's portfolio in Q3 2023, its #65 holding.
  • Triad Financial Advisors first reported a position in Merck in Q4 2021 and has held it in 8 quarters since.
  • 3,213 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.