Alpine Woods Capital Investors’s Merck MRK Stock Holding History

Alpine Woods Capital Investors’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 Q2	–	Sell	-33,047	Closed	-$2.97M	–	161
2025 Q1	$2.97M	Sell	33,047 -11,333	-26%	-$1.06M	0.74%	49
2024 Q4	$4.41M	Buy	44,380 +1,146	+3%	+$118K	0.84%	41
2024 Q3	$4.35M	Sell	43,234 -8,043	-16%	-$956K	0.76%	43
2024 Q2	$6.35M	Buy	51,277 +9,927	+24%	+$1.28M	0.98%	33
2024 Q1	$5.34M	Sell	41,350 -1,375	-3%	-$169K	1.06%	28
2023 Q4	$4.66M	Sell	42,725 -15,267	-26%	-$1.58M	0.7%	51
2023 Q3	$5.97M	Sell	57,992 -4,724	-8%	-$509K	0.96%	41
2023 Q2	$7.24M	Sell	62,716 -2,970	-5%	-$337K	1.13%	27
2023 Q1	$6.99M	Sell	65,686 -14,543	-18%	-$1.57M	1.06%	33
2022 Q4	$8.9M	Buy	80,229 +672	+0.8%	+$68.7K	1.3%	26
2022 Q3	$6.85M	Sell	79,557 -7,680	-9%	-$686K	0.93%	41
2022 Q2	$7.95M	Sell	87,237 -198	-0.2%	-$17.6K	1%	35
2022 Q1	$7.17M	Sell	87,435 -826	-0.9%	-$65.1K	0.75%	45
2021 Q4	$6.76M	Sell	88,261 -249	-0.3%	-$19.8K	0.67%	53
2021 Q3	$6.65M	Sell	88,510 -2,283	-3%	-$174K	0.71%	51
2021 Q2	$7.06M	Sell	90,793 -2,334	-3%	-$174K	0.73%	46
2021 Q1	$6.85M	Buy	93,127 +959	+1%	+$70.7K	0.76%	43
2020 Q4	$7.19M	Buy	92,168 +33,520	+57%	+$2.56M	0.88%	32
2020 Q3	$4.64M	Buy	58,648 +29,693	+103%	+$2.33M	0.7%	43
2020 Q2	$2.14M	Buy	28,955 +7,471	+35%	+$562K	0.41%	77
2020 Q1	$1.58M	Buy	21,484 +12,576	+141%	+$988K	0.35%	84
2019 Q4	$773K	Hold	8,908	–	–	0.15%	133
2019 Q3	$716K	Sell	8,908 -224	-2%	-$18K	0.13%	131
2019 Q2	$731K	Hold	9,132	–	–	0.15%	139
2019 Q1	$725K	Sell	9,132 -1,591	-15%	-$119K	0.16%	140
2018 Q4	$782K	Buy	10,723 +131	+1%	+$9.25K	0.19%	125
2018 Q3	$717K	Hold	10,592	–	–	0.15%	126
2018 Q2	$613K	Hold	10,592	–	–	0.13%	132
2018 Q1	$551K	Buy	10,592 +7	+0.1%	+$378	0.03%	299
2017 Q4	$568K	Hold	10,585	–	–	0.03%	301
2017 Q3	$647K	Hold	10,585	–	–	0.03%	286
2017 Q2	$647K	Buy	10,585 +3,039	+40%	+$185K	0.03%	278
2017 Q1	$458K	Hold	7,546	–	–	0.02%	315
2016 Q4	$424K	Sell	7,546 -314	-4%	-$18.4K	0.02%	327
2016 Q3	$468K	Hold	7,860	–	–	0.03%	317
2016 Q2	$432K	Hold	7,860	–	–	0.03%	313
2016 Q1	$397K	Hold	7,860	–	–	0.02%	321
2015 Q4	$396K	Sell	7,860 -124,712	-94%	-$6.29M	0.02%	342
2015 Q3	$6.25M	Hold	132,572	–	–	0.34%	109
2015 Q2	$7.2M	Hold	132,572	–	–	0.37%	99
2015 Q1	$7.27M	Hold	132,572	–	–	0.37%	90
2014 Q4	$7.18M	Sell	132,572 -10,480	-7%	-$584K	0.37%	89
2014 Q3	$8.09M	Hold	143,052	–	–	0.43%	76
2014 Q2	$7.9K	Buy	143,052 +135,192	+1,720%	+$7.38M	0.2%	76
2014 Q1	$426K	Hold	7,860	–	–	0.02%	332
2013 Q4	$375K	Sell	7,860 -2,276	-22%	-$104K	0.02%	308
2013 Q3	$460K	Hold	10,136	–	–	0.03%	281
2013 Q2	$449K	Buy	+10,136	New	+$453K	0.03%	267

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Alpine Woods Capital Investors's MRK Position: Q2 2025 in Review

Alpine Woods Capital Investors sold out of Merck (MRK) in Q2 2025, closing a stake of 33,047 shares — an estimated $2.97M sold.

Alpine Woods Capital Investors first reported a position in MRK in Q2 2013 and held it in 48 quarters. The position peaked at $8.9M in Q4 2022. 3,328 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Alpine Woods Capital Investors reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
Alpine Woods Capital Investors sold 33,047 Merck shares in Q2 2025, an estimated $2.97M.
Alpine Woods Capital Investors first reported a position in Merck in Q2 2013 and held it in 48 quarters.
Alpine Woods Capital Investors's Merck position peaked at $8.9M in Q4 2022.
3,328 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2025, filed 28 Jul 2025.