Berry Wealth Group’s Merck MRK Stock Holding History

Berry Wealth Group’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	-33,708	Closed	-$3.03M	–	111
2025 Q1	$3.03M	Sell	33,708 -2,571	-7%	-$240K	2.37%	13
2024 Q4	$3.61M	Sell	36,279 -754	-2%	-$77.7K	2.6%	12
2024 Q3	$4.21M	Buy	37,033 +540	+1%	+$64.2K	3.01%	11
2024 Q2	$4.52M	Buy	36,493 +804	+2%	+$104K	3.61%	9
2024 Q1	$4.71M	Sell	35,689 -6,558	-16%	-$808K	3.91%	9
2023 Q4	$4.61M	Buy	+42,247	New	+$4.39M	4.24%	8

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

Berry Wealth Group's MRK Position: Q2 2025 in Review

Berry Wealth Group sold out of Merck (MRK) in Q2 2025, closing a stake of 33,708 shares — an estimated $3.03M sold.

Berry Wealth Group first reported a position in MRK in Q4 2023 and held it in 6 quarters. The position peaked at $4.71M in Q1 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Berry Wealth Group reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
Berry Wealth Group sold 33,708 Merck shares in Q2 2025, an estimated $3.03M.
Berry Wealth Group first reported a position in Merck in Q4 2023 and held it in 6 quarters.
Berry Wealth Group's Merck position peaked at $4.71M in Q1 2024.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Berry Wealth Group's 13F filing for Q2 2025, filed 13 Aug 2025.