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Alphinity Investment Management’s Merck MRK Stock Holding History

Alphinity Investment 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
2025
Q1 		– Sell
-6,967,370
Closed -$693M – 34
2024
Q4 		$693M Sell
6,967,370
-209,695
-3% -$21.6M 3.77% 11
2024
Q3 		$815M Buy
7,177,065
+1,699,907
+31% +$202M 4.81% 7
2024
Q2 		$678M Buy
5,477,158
+4,013,657
+274% +$517M 4.99% 6
2024
Q1 		$193M Buy
+1,463,501
New +$180M 1.71% 22
2023
Q1 		– Sell
-1,007,308
Closed -$112M – 29
2022
Q4 		$112M Sell
1,007,308
-742,122
-42% -$75.9M 3.28% 15
2022
Q3 		$151M Sell
1,749,430
-798,525
-31% -$71.3M 4.83% 13
2022
Q2 		$232M Sell
2,547,955
-230,535
-8% -$20.4M 7.08% 4
2022
Q1 		$228M Buy
2,778,490
+102,590
+4% +$8.09M 5.31% 9
2021
Q4 		$205M Buy
+2,675,900
New +$213M 4.61% 11
2020
Q2 		– Sell
-610,577
Closed -$44.8M – 28
2020
Q1 		$44.8M Buy
610,577
+197,427
+48% +$15.5M 5.89% 2
2019
Q4 		$35.9M Sell
413,150
-1,073
-0.3% -$88.1K 3.97% 10
2019
Q3 		$33.3M Buy
414,223
+142,263
+52% +$11.4M 3.84% 11
2019
Q2 		$21.8M Buy
271,960
+3,893
+1% +$298K 2.7% 23
2019
Q1 		$21.3M Sell
268,067
-101,903
-28% -$7.62M 3.03% 18
2018
Q4 		$27M Buy
369,970
+79,835
+28% +$5.64M 6.02% 3
2018
Q3 		$19.6M Sell
290,135
-122,786
-30% -$7.82M 3.74% 13
2018
Q2 		$23.9M Buy
412,921
+72,366
+21% +$4.08M 4.85% 4
2018
Q1 		$17.7M Buy
+340,555
New +$18.4M 4.02% 12

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

Alphinity Investment Management's MRK Position: Q1 2025 in Review

Alphinity Investment Management sold out of Merck (MRK) in Q1 2025, closing a stake of 6,967,370 shares — an estimated $693M sold.

Alphinity Investment Management first reported a position in MRK in Q1 2018 and held it in 18 quarters. The position peaked at $815M in Q3 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Alphinity Investment Management reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
  • Alphinity Investment Management sold 6,967,370 Merck shares in Q1 2025, an estimated $693M.
  • Alphinity Investment Management first reported a position in Merck in Q1 2018 and held it in 18 quarters.
  • Alphinity Investment Management's Merck position peaked at $815M in Q3 2024.
  • 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Alphinity Investment Management's 13F filing for Q1 2025, filed 12 May 2025.