Blueprint Investment Partners’s Merck MRK Stock Holding History

Blueprint Investment Partners’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	-2,163	Closed	-$215K	–	166
2024 Q4	$215K	Buy	2,163 +148	+7%	+$15.3K	0.03%	184
2024 Q3	$229K	Sell	2,015 -9,881	-83%	-$1.17M	0.04%	154
2024 Q2	$1.47M	Buy	11,896 +1,335	+13%	+$172K	0.32%	48
2024 Q1	$1.39M	Buy	10,561 +6,378	+152%	+$786K	0.28%	49
2023 Q4	$456K	Sell	4,183 -3,099	-43%	-$322K	0.13%	74
2023 Q3	$750K	Sell	7,282 -4,475	-38%	-$482K	0.24%	53
2023 Q2	$1.36M	Sell	11,757 -3,561	-23%	-$404K	0.49%	36
2023 Q1	$1.63M	Sell	15,318 -2,702	-15%	-$292K	0.37%	58
2022 Q4	$2M	Buy	18,020 +1,027	+6%	+$105K	0.42%	50
2022 Q3	$1.46M	Buy	16,993 +2,688	+19%	+$240K	0.4%	48
2022 Q2	$1.3M	Buy	14,305 +10,555	+281%	+$936K	0.35%	49
2022 Q1	$308K	Sell	3,750 -3,764	-50%	-$297K	0.08%	136
2021 Q4	$576K	Buy	+7,514	New	+$598K	0.14%	114

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blueprint Investment Partners's MRK Position: Q1 2025 in Review

Blueprint Investment Partners sold out of Merck (MRK) in Q1 2025, closing a stake of 2,163 shares — an estimated $215K sold.

Blueprint Investment Partners first reported a position in MRK in Q4 2021 and held it in 13 quarters. The position peaked at $2M in Q4 2022. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Blueprint Investment Partners reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Blueprint Investment Partners sold 2,163 Merck shares in Q1 2025, an estimated $215K.
Blueprint Investment Partners first reported a position in Merck in Q4 2021 and held it in 13 quarters.
Blueprint Investment Partners's Merck position peaked at $2M in Q4 2022.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Blueprint Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.