Unique Wealth Strategies’s Merck MRK Stock Holding History

Unique Wealth Strategies’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 Q3	–	Sell	-841	Closed	-$111K	–	496
2024 Q2	$111K	Buy	+841	New	+$108K	0.05%	202

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Unique Wealth Strategies's MRK Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Merck (MRK) in Q3 2024, closing a stake of 841 shares — an estimated $111K sold.

Unique Wealth Strategies first reported a position in MRK in Q2 2024 and held it in 1 quarter. The position peaked at $111K in Q2 2024. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

Unique Wealth Strategies reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 841 Merck shares in Q3 2024, an estimated $111K.
Unique Wealth Strategies first reported a position in Merck in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Merck position peaked at $111K in Q2 2024.
3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.