VitalStone Financial’s Merck MRK Stock Holding History

VitalStone Financial’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	$60K	Buy	528 +3	+0.6%	+$356	0.04%	163
2024 Q2	$65K	Buy	525 +3	+0.6%	+$386	0.05%	156
2024 Q1	$69K	Hold	522	–	–	0.05%	156
2023 Q4	$57K	Hold	522	–	–	0.05%	147
2023 Q3	$53K	Hold	522	–	–	0.04%	126
2023 Q2	$56K	Buy	+522	New	+$59.3K	0.03%	321
2023 Q1	–	Sell	-567	Closed	-$63K	–	452
2022 Q4	$63K	Buy	+567	New	+$58K	0.04%	135

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

VitalStone Financial's MRK Position: Q3 2024 in Review

VitalStone Financial increased its Merck (MRK) stake by 0.57% in Q3 2024, buying an estimated $356 and bringing the position to 528 shares worth $60K. The position accounts for 0.04% of the portfolio, ranked #163.

VitalStone Financial first reported a position in MRK in Q4 2022 and has held it in 7 quarters since. The position peaked at $69K in Q1 2024. 3,490 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

VitalStone Financial held 528 shares of Merck worth $60K as of Q3 2024.
VitalStone Financial bought 3 Merck shares in Q3 2024, an estimated $356.
Merck made up 0.04% of VitalStone Financial's portfolio in Q3 2024, its #163 holding.
VitalStone Financial first reported a position in Merck in Q4 2022 and has held it in 7 quarters since.
VitalStone Financial's Merck position peaked at $69K in Q1 2024.
3,490 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.