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WR Wealth Planners’s Merck MRK Stock Holding History

WR Wealth Planners’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
Q4 		$167K Sell
1,683
-204
-11% -$21K 0.05% 174
2024
Q3 		$214K Sell
1,887
-397
-17% -$47.2K 0.06% 170
2024
Q2 		$283K Sell
2,284
-17
-0.7% -$2.19K 0.09% 139
2024
Q1 		$304K Buy
2,301
+111
+5% +$13.7K 0.09% 135
2023
Q4 		$239K Buy
2,190
+193
+10% +$20K 0.09% 161
2023
Q3 		$206K Sell
1,997
-193
-9% -$20.8K 0.08% 164
2023
Q2 		$253K Buy
2,190
+815
+59% +$92.5K 0.1% 146
2023
Q1 		$146K Buy
1,375
+1,085
+374% +$117K 0.06% 188
2022
Q4 		$32.2K Sell
290
-30
-9% -$3.07K 0.02% 197
2022
Q3 		$27.6K Buy
320
+33
+11% +$2.95K 0.02% 194
2022
Q2 		$26.1K Buy
287
+2
+0.7% +$177 0.02% 209
2022
Q1 		$23.4K Buy
+285
New +$22.5K 0.01% 214

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's MRK Position: Q4 2024 in Review

WR Wealth Planners reduced its Merck (MRK) stake by 11% in Q4 2024, selling an estimated $21K and leaving 1,683 shares worth $167K. The position accounts for 0.05% of the portfolio, ranked #174.

WR Wealth Planners first reported a position in MRK in Q1 2022 and has held it in 12 quarters since. The position peaked at $304K in Q1 2024. 3,608 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • WR Wealth Planners held 1,683 shares of Merck worth $167K as of Q4 2024.
  • WR Wealth Planners sold 204 Merck shares in Q4 2024, an estimated $21K.
  • Merck made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #174 holding.
  • WR Wealth Planners first reported a position in Merck in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's Merck position peaked at $304K in Q1 2024.
  • 3,608 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.