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Angeles Investment Advisors’s Merck MRK Stock Holding History

Angeles Investment 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
Q1 		– Sell
-3,395
Closed -$338K – 137
2024
Q4 		$338K Sell
3,395
-497
-13% -$51.2K 0.02% 126
2024
Q3 		$442K Sell
3,892
-206
-5% -$24.5K 0.02% 116
2024
Q2 		$507K Sell
4,098
-497
-11% -$64K 0.03% 101
2024
Q1 		$606K Buy
4,595
+1,058
+30% +$130K 0.03% 85
2023
Q4 		$386K Sell
3,537
-4,103
-54% -$426K 0.02% 129
2023
Q3 		$790K Buy
+7,640
New +$823K 0.06% 39
2023
Q1 		– Sell
-4,606
Closed -$514K – 162
2022
Q4 		$514K Buy
+4,606
New +$471K 0.04% 35
2022
Q3 		– Sell
-4,330
Closed -$398K – 94
2022
Q2 		$398K Hold
4,330
– – 0.04% 44
2022
Q1 		$358K Sell
4,330
-19,082
-82% -$1.5M 0.02% 70
2021
Q4 		$1.8M Buy
23,412
+2,463
+12% +$196K 0.09% 52
2021
Q3 		$1.58M Buy
20,949
+8,767
+72% +$667K 0.09% 61
2021
Q2 		$947K Sell
12,182
-585
-5% -$43.5K 0.06% 63
2021
Q1 		$939K Sell
12,767
-818
-6% -$60.3K 0.07% 47
2020
Q4 		$1.06M Sell
13,585
-74
-0.5% -$5.66K 0.11% 34
2020
Q3 		$1.08M Sell
13,659
-1,172
-8% -$91.8K 0.14% 27
2020
Q2 		$1.09M Buy
14,831
+559
+4% +$42.1K 0.16% 28
2020
Q1 		$1.1M Sell
14,272
-1,420
-9% -$112K 0.3% 25
2019
Q4 		$1.36M Buy
15,692
+1,475
+10% +$121K 0.27% 19
2019
Q3 		$1.14M Buy
14,217
+4,693
+49% +$376K 0.25% 23
2019
Q2 		$762K Buy
9,524
+3,563
+60% +$273K 0.19% 30
2019
Q1 		$473K Buy
+5,961
New +$446K 0.45% 28

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

Angeles Investment Advisors's MRK Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Merck (MRK) in Q1 2025, closing a stake of 3,395 shares — an estimated $338K sold.

Angeles Investment Advisors first reported a position in MRK in Q1 2019 and held it in 21 quarters. The position peaked at $1.8M in Q4 2021. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 3,395 Merck shares in Q1 2025, an estimated $338K.
  • Angeles Investment Advisors first reported a position in Merck in Q1 2019 and held it in 21 quarters.
  • Angeles Investment Advisors's Merck position peaked at $1.8M in Q4 2021.
  • 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.