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Atria Wealth Solutions’s Merck MRK Stock Holding History

Atria Wealth Solutions’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 		$5.49M Sell
68,668
-60,586
-47% -$4.82M 0.12% 196
2025
Q1 		$11.7M Buy
129,254
+11
+0% +$1.03K 0.14% 155
2024
Q4 		$12.9M Sell
129,243
-19,782
-13% -$2.04M 0.14% 152
2024
Q3 		$17M Sell
149,025
-24,254
-14% -$2.88M 0.18% 116
2024
Q2 		$21.6M Sell
173,279
-24,923
-13% -$3.21M 0.24% 86
2024
Q1 		$26.3M Buy
198,202
+925
+0.5% +$114K 0.3% 64
2023
Q4 		$21.6M Buy
197,277
+228
+0.1% +$23.7K 0.27% 76
2023
Q3 		$20.4M Sell
197,049
-7,599
-4% -$819K 0.29% 77
2023
Q2 		$23.7M Sell
204,648
-10,787
-5% -$1.22M 0.32% 61
2023
Q1 		$23M Sell
215,435
-52,073
-19% -$5.62M 0.34% 62
2022
Q4 		$29.8M Buy
267,508
+10,415
+4% +$1.06M 0.48% 31
2022
Q3 		$22.2M Buy
257,093
+14,828
+6% +$1.32M 0.38% 48
2022
Q2 		$22.2M Buy
242,265
+37,594
+18% +$3.33M 0.42% 47
2022
Q1 		$16.9M Buy
+204,671
New +$16.1M 0.28% 76

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atria Wealth Solutions's MRK Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Merck (MRK) stake by 47% in Q2 2025, selling an estimated $4.82M and leaving 68,668 shares worth $5.49M. The position accounts for 0.12% of the portfolio, ranked #196.

Atria Wealth Solutions first reported a position in MRK in Q1 2022 and has held it in 14 quarters since. The position peaked at $29.8M in Q4 2022. 3,332 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Atria Wealth Solutions held 68,668 shares of Merck worth $5.49M as of Q2 2025.
  • Atria Wealth Solutions sold 60,586 Merck shares in Q2 2025, an estimated $4.82M.
  • Merck made up 0.12% of Atria Wealth Solutions's portfolio in Q2 2025, its #196 holding.
  • Atria Wealth Solutions first reported a position in Merck in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Merck position peaked at $29.8M in Q4 2022.
  • 3,332 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.