Alta Wealth Advisors’s Merck MRK Stock Holding History

Alta Wealth Advisors’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	-3,927	Closed	-$353K	–	133
2025 Q1	$353K	Buy	3,927 +600	+18%	+$56K	0.16%	101
2024 Q4	$331K	Buy	+3,327	New	+$343K	0.14%	111

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

Alta Wealth Advisors's MRK Position: Q2 2025 in Review

Alta Wealth Advisors sold out of Merck (MRK) in Q2 2025, closing a stake of 3,927 shares — an estimated $353K sold.

Alta Wealth Advisors first reported a position in MRK in Q4 2024 and held it in 2 quarters. The position peaked at $353K in Q1 2025. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Alta Wealth Advisors reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
Alta Wealth Advisors sold 3,927 Merck shares in Q2 2025, an estimated $353K.
Alta Wealth Advisors first reported a position in Merck in Q4 2024 and held it in 2 quarters.
Alta Wealth Advisors's Merck position peaked at $353K in Q1 2025.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Alta Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.