Wunderlich Capital Managemnt’s Merck MRK Stock Holding History

Wunderlich Capital Managemnt’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 Q2	$1.02M	Buy	8,221 +494	+6%	+$63.6K	0.45%	61
2024 Q1	$1.02M	Sell	7,727 -236	-3%	-$29.1K	0.46%	63
2023 Q4	$868K	Buy	+7,963	New	+$827K	0.39%	65
2021 Q1	–	Sell	-16,533	Closed	-$1.29M	–	84
2020 Q4	$1.29M	Buy	16,533 +196	+1%	+$15K	0.71%	64
2020 Q3	$1.29M	Buy	16,337 +4,087	+33%	+$320K	0.8%	60
2020 Q2	$904K	Buy	12,250 +456	+4%	+$34.3K	0.63%	61
2020 Q1	$866K	Sell	11,794 -38	-0.3%	-$2.99K	0.71%	58
2019 Q4	$1.03M	Buy	11,832 +34	+0.3%	+$2.79K	0.65%	69
2019 Q3	$948K	Buy	11,798 +475	+4%	+$38.1K	0.65%	67
2019 Q2	$906K	Buy	+11,323	New	+$867K	0.6%	70

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

Wunderlich Capital Managemnt's MRK Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its Merck (MRK) stake by 6.4% in Q2 2024, buying an estimated $63.6K and bringing the position to 8,221 shares worth $1.02M. The position accounts for 0.45% of the portfolio, ranked #61.

Wunderlich Capital Managemnt first reported a position in MRK in Q2 2019 and has held it in 10 quarters since. The position peaked at $1.29M in Q3 2020. 3,545 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

Wunderlich Capital Managemnt held 8,221 shares of Merck worth $1.02M as of Q2 2024.
Wunderlich Capital Managemnt bought 494 Merck shares in Q2 2024, an estimated $63.6K.
Merck made up 0.45% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #61 holding.
Wunderlich Capital Managemnt first reported a position in Merck in Q2 2019 and has held it in 10 quarters since.
Wunderlich Capital Managemnt's Merck position peaked at $1.29M in Q3 2020.
3,545 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.