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Alethea Capital Management’s Merck MRK Stock Holding History

Alethea Capital Management’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
2021
Q3 		– Sell
-1,200
Closed -$1K – 101
2021
Q2 		$1K Buy
+1,200
New +$89.3K ﹤0.01% 84
2020
Q3 		– Sell
-2,096
Closed -$2K – 94
2020
Q2 		$2K Buy
+2,096
New +$158K ﹤0.01% 83

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Alethea Capital Management's MRK Position: Q1 2025 in Review

Alethea Capital Management sold out of Merck (MRK) in Q1 2025, closing a stake of 3,718 shares — an estimated $370K sold.

Alethea Capital Management first reported a position in MRK in Q4 2014 and held it in 38 quarters. The position peaked at $1.92M in Q1 2017. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Alethea Capital Management reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
  • Alethea Capital Management sold 3,718 Merck shares in Q1 2025, an estimated $370K.
  • Alethea Capital Management first reported a position in Merck in Q4 2014 and held it in 38 quarters.
  • Alethea Capital Management's Merck position peaked at $1.92M in Q1 2017.
  • 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Alethea Capital Management's 13F filing for Q1 2025, filed 14 May 2025.