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UBP Investment Advisors’s Merck MRK Stock Holding History

UBP Investment 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
2022
Q3 		$470K Hold
5,419
– – 0.24% 57
2022
Q2 		$490K Buy
+5,419
New +$480K 0.2% 66

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

UBP Investment Advisors's MRK Position: Q3 2022 in Review

UBP Investment Advisors held its Merck (MRK) position steady in Q3 2022 at 5,419 shares worth $470K. The position accounts for 0.24% of the portfolio, ranked #57.

UBP Investment Advisors first reported a position in MRK in Q2 2022 and has held it in 2 quarters since. The position peaked at $490K in Q2 2022. 2,989 funds tracked by Wall St. Rank hold MRK as of Q3 2022.

  • UBP Investment Advisors held 5,419 shares of Merck worth $470K as of Q3 2022.
  • UBP Investment Advisors left its Merck share count unchanged in Q3 2022.
  • Merck made up 0.24% of UBP Investment Advisors's portfolio in Q3 2022, its #57 holding.
  • UBP Investment Advisors first reported a position in Merck in Q2 2022 and has held it in 2 quarters since.
  • UBP Investment Advisors's Merck position peaked at $490K in Q2 2022.
  • 2,989 funds tracked by Wall St. Rank held Merck as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.