AWM
MRK icon

Altus Wealth Management’s Merck MRK Stock Holding History

Altus 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
-6,557
Closed -$589K – 37
2025
Q1 		$589K Buy
6,557
+14
+0.2% +$1.31K 0.28% 22
2024
Q4 		$651K Buy
6,543
+165
+3% +$17K 0.29% 24
2024
Q3 		$724K Buy
6,378
+36
+0.6% +$4.28K 0.34% 19
2024
Q2 		$785K Sell
6,342
-103
-2% -$13.3K 0.38% 19
2024
Q1 		$851K Buy
6,445
+138
+2% +$17K 0.45% 18
2023
Q4 		$688K Buy
6,307
+42
+0.7% +$4.36K 0.41% 17
2023
Q3 		$645K Buy
6,265
+40
+0.6% +$4.31K 0.45% 18
2023
Q2 		$718K Buy
6,225
+38
+0.6% +$4.32K 0.57% 12
2023
Q1 		$658K Buy
6,187
+13
+0.2% +$1.4K 0.54% 12
2022
Q4 		$685K Buy
6,174
+44
+0.7% +$4.5K 0.6% 12
2022
Q3 		$528K Buy
6,130
+42
+0.7% +$3.75K 0.45% 18
2022
Q2 		$555K Buy
6,088
+45
+0.7% +$3.99K 0.43% 19
2022
Q1 		$496K Buy
6,043
+49
+0.8% +$3.86K 0.34% 20
2021
Q4 		$459K Buy
5,994
+100
+2% +$7.96K 0.27% 21
2021
Q3 		$443K Buy
5,894
+46
+0.8% +$3.5K 0.28% 20
2021
Q2 		$455K Sell
5,848
-231
-4% -$17.2K 0.29% 20
2021
Q1 		$447K Buy
6,079
+45
+0.7% +$3.32K 0.32% 20
2020
Q4 		$471K Sell
6,034
-481
-7% -$36.8K 0.37% 19
2020
Q3 		$516K Sell
6,515
-272
-4% -$21.3K 0.47% 16
2020
Q2 		$501K Buy
6,787
+43
+0.6% +$3.24K 0.56% 15
2020
Q1 		$495K Buy
6,744
+38
+0.6% +$2.99K 0.71% 13
2019
Q4 		$582K Buy
+6,706
New +$551K 0.57% 15

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Altus Wealth Management sold out of Merck (MRK) in Q2 2025, closing a stake of 6,557 shares — an estimated $589K sold.

Altus Wealth Management first reported a position in MRK in Q4 2019 and held it in 22 quarters. The position peaked at $851K in Q1 2024. 3,328 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Altus Wealth Management reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
  • Altus Wealth Management sold 6,557 Merck shares in Q2 2025, an estimated $589K.
  • Altus Wealth Management first reported a position in Merck in Q4 2019 and held it in 22 quarters.
  • Altus Wealth Management's Merck position peaked at $851K in Q1 2024.
  • 3,328 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Altus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.