W
MRK icon

Wealthfront’s Merck MRK Stock Holding History

Wealthfront’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
2018
Q3 		$9.09M Buy
134,211
+7,551
+6% +$481K 0.09% 39
2018
Q2 		$7.34M Buy
126,660
+68,148
+116% +$3.84M 0.07% 44
2018
Q1 		$3.04M Sell
58,512
-5,656
-9% -$305K 0.03% 90
2017
Q4 		$3.44M Sell
64,168
-8,090
-11% -$448K 0.04% 76
2017
Q3 		$4.42M Sell
72,258
-1,401
-2% -$84.9K 0.06% 64
2017
Q2 		$4.5M Buy
73,659
+11,395
+18% +$694K 0.07% 51
2017
Q1 		$3.77M Buy
62,264
+10,575
+20% +$642K 0.07% 55
2016
Q4 		$2.9M Sell
51,689
-4,330
-8% -$253K 0.06% 57
2016
Q3 		$3.34M Buy
56,019
+11,504
+26% +$673K 0.08% 49
2016
Q2 		$2.45M Buy
44,515
+14,479
+48% +$771K 0.07% 56
2016
Q1 		$1.52M Buy
30,036
+171
+0.6% +$8.38K 0.05% 72
2015
Q4 		$1.5M Buy
29,865
+10,064
+51% +$507K 0.05% 66
2015
Q3 		$933K Sell
19,801
-1,849
-9% -$98.2K 0.04% 84
2015
Q2 		$1.18M Buy
21,650
+9,962
+85% +$559K 0.05% 49
2015
Q1 		$641K Sell
11,688
-4,262
-27% -$241K 0.03% 66
2014
Q4 		$864K Sell
15,950
-1,503
-9% -$83.7K 0.05% 42
2014
Q3 		$987K Buy
17,453
+4,989
+40% +$280K 0.07% 33
2014
Q2 		$704K Buy
12,464
+4,628
+59% +$252K 0.06% 27
2014
Q1 		$421K Buy
+7,836
New +$406K 0.05% 28

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthfront's MRK Position: Q3 2018 in Review

Wealthfront increased its Merck (MRK) stake by 6% in Q3 2018, buying an estimated $481K and bringing the position to 134,211 shares worth $9.09M. The position accounts for 0.09% of the portfolio, ranked #39.

Wealthfront first reported a position in MRK in Q1 2014 and has held it in 19 quarters since. 2,057 funds tracked by Wall St. Rank hold MRK as of Q3 2018.

  • Wealthfront held 134,211 shares of Merck worth $9.09M as of Q3 2018.
  • Wealthfront bought 7,551 Merck shares in Q3 2018, an estimated $481K.
  • Merck made up 0.09% of Wealthfront's portfolio in Q3 2018, its #39 holding.
  • Wealthfront first reported a position in Merck in Q1 2014 and has held it in 19 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Merck as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.