Adero Partners’s Merck MRK Stock Holding History

Adero Partners’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
2025 Q1	$657K	Sell	7,320 -618	-8%	-$57.7K	0.04%	112
2024 Q4	$790K	Buy	7,938 +1,489	+23%	+$154K	0.05%	96
2024 Q3	$732K	Sell	6,449 -204	-3%	-$24.2K	0.05%	100
2024 Q2	$824K	Buy	6,653 +1,424	+27%	+$183K	0.06%	90
2024 Q1	$690K	Sell	5,229 -711	-12%	-$87.6K	0.05%	94
2023 Q4	$648K	Buy	5,940 +52	+0.9%	+$5.4K	0.06%	95
2023 Q3	$606K	Buy	5,888 +2,639	+81%	+$284K	0.06%	94
2023 Q2	$375K	Sell	3,249 -706	-18%	-$80.2K	0.04%	118
2023 Q1	$421K	Sell	3,955 -241	-6%	-$26K	0.05%	109
2022 Q4	$466K	Buy	+4,196	New	+$429K	0.06%	102
2021 Q1	–	Sell	-2,601	Closed	-$203K	–	117
2020 Q4	$203K	Buy	2,601 +27	+1%	+$2.06K	0.17%	79
2020 Q3	$204K	Buy	+2,574	New	+$202K	0.16%	81

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adero Partners's MRK Position: Q1 2025 in Review

Adero Partners reduced its Merck (MRK) stake by 7.8% in Q1 2025, selling an estimated $57.7K and leaving 7,320 shares worth $657K. The position accounts for 0.04% of the portfolio, ranked #112.

Adero Partners first reported a position in MRK in Q3 2020 and has held it in 12 quarters since. The position peaked at $824K in Q2 2024. 3,448 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Adero Partners held 7,320 shares of Merck worth $657K as of Q1 2025.
Adero Partners sold 618 Merck shares in Q1 2025, an estimated $57.7K.
Merck made up 0.04% of Adero Partners's portfolio in Q1 2025, its #112 holding.
Adero Partners first reported a position in Merck in Q3 2020 and has held it in 12 quarters since.
Adero Partners's Merck position peaked at $824K in Q2 2024.
3,448 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.