Alterna Wealth Management’s Merck MRK Stock Holding History

Alterna Wealth 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 Q2	–	Sell	-3,186	Closed	-$286K	–	118
2025 Q1	$286K	Buy	3,186 +1,034	+48%	+$96.5K	0.22%	78
2024 Q4	$214K	Hold	2,152	–	–	0.18%	93
2024 Q3	$244K	Hold	2,152	–	–	0.22%	81
2024 Q2	$266K	Hold	2,152	–	–	0.23%	91
2024 Q1	$284K	Hold	2,152	–	–	0.23%	73
2023 Q4	$235K	Buy	+2,152	New	+$223K	0.28%	68
2022 Q2	–	Sell	-3,089	Closed	-$253K	–	117
2022 Q1	$253K	Buy	+3,089	New	+$244K	0.21%	87
2020 Q4	–	Sell	-2,529	Closed	-$200K	–	99
2020 Q3	$200K	Sell	2,529 -3,098	-55%	-$243K	0.29%	73
2020 Q2	$415K	Buy	5,627 +1,842	+49%	+$139K	0.5%	42
2020 Q1	$278K	Sell	3,785 -398	-10%	-$31.3K	0.4%	51
2019 Q4	$363K	Buy	4,183 +434	+12%	+$35.6K	0.4%	54
2019 Q3	$301K	Buy	3,749 +229	+7%	+$18.4K	0.36%	60
2019 Q2	$282K	Buy	+3,520	New	+$270K	0.34%	68
2019 Q1	–	Sell	-22,979	Closed	-$1.41M	–	252
2018 Q4	$1.41M	Buy	+22,979	New	+$1.62M	0.23%	75

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

Alterna Wealth Management's MRK Position: Q2 2025 in Review

Alterna Wealth Management sold out of Merck (MRK) in Q2 2025, closing a stake of 3,186 shares — an estimated $286K sold.

Alterna Wealth Management first reported a position in MRK in Q4 2018 and held it in 14 quarters. The position peaked at $1.41M in Q4 2018. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Alterna Wealth Management reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
Alterna Wealth Management sold 3,186 Merck shares in Q2 2025, an estimated $286K.
Alterna Wealth Management first reported a position in Merck in Q4 2018 and held it in 14 quarters.
Alterna Wealth Management's Merck position peaked at $1.41M in Q4 2018.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Alterna Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.