UWM
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Urban Wealth Management’s Merck MRK Stock Holding History

Urban 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 		$112K Buy
+1,226
New +$109K 0.38% 60
2020
Q4 		$359K Buy
+4,593
New +$351K 0.3% 74

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Urban Wealth Management opened a new position in Merck (MRK) in Q2 2022: 1,226 shares worth $112K. The stake represents 0.38% of the portfolio and ranks #60 among its holdings. This is a return to the name: Urban Wealth Management previously reported a position in MRK as recently as Q4 2020.

Urban Wealth Management first reported a position in MRK in Q4 2020 and has held it in 2 quarters since. The position peaked at $359K in Q4 2020. 3,013 funds tracked by Wall St. Rank hold MRK as of Q2 2022.

  • Urban Wealth Management held 1,226 shares of Merck worth $112K as of Q2 2022.
  • Merck was a new Urban Wealth Management position in Q2 2022.
  • Merck made up 0.38% of Urban Wealth Management's portfolio in Q2 2022, its #60 holding.
  • Urban Wealth Management first reported a position in Merck in Q4 2020 and has held it in 2 quarters since.
  • Urban Wealth Management's Merck position peaked at $359K in Q4 2020.
  • 3,013 funds tracked by Wall St. Rank held Merck as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.