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	0.45%	47
2022 Q1	$16.9M	Buy	+204,671	New	+$16.1M	0.28%	76

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return