Atala Financial’s Merck MRK Stock Holding History

Atala Financial’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	-1,248	Closed	-$112K	–	329
2025 Q1	$112K	Sell	1,248 -2,756	-69%	-$257K	0.08%	139
2024 Q4	$398K	Buy	+4,004	New	+$413K	0.28%	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

Atala Financial's MRK Position: Q2 2025 in Review

Atala Financial sold out of Merck (MRK) in Q2 2025, closing a stake of 1,248 shares — an estimated $112K sold.

Atala Financial first reported a position in MRK in Q4 2024 and held it in 2 quarters. The position peaked at $398K in Q4 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Atala Financial reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 1,248 Merck shares in Q2 2025, an estimated $112K.
Atala Financial first reported a position in Merck in Q4 2024 and held it in 2 quarters.
Atala Financial's Merck position peaked at $398K in Q4 2024.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.