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Bordeaux Wealth Advisors’s Merck MRK Stock Holding History

Bordeaux Wealth Advisors’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 		$210K Sell
2,648
-1,390
-34% -$110K 0.03% 151
2025
Q1 		$362K Sell
4,038
-781
-16% -$72.9K 0.07% 106
2024
Q4 		$479K Buy
4,819
+223
+5% +$23K 0.08% 89
2024
Q3 		$522K Buy
4,596
+240
+6% +$28.5K 0.09% 88
2024
Q2 		$539K Buy
4,356
+19
+0.4% +$2.45K 0.1% 77
2024
Q1 		$572K Sell
4,337
-236
-5% -$29.1K 0.19% 54
2023
Q4 		$499K Buy
4,573
+1,981
+76% +$206K 0.17% 60
2023
Q3 		$267K Buy
2,592
+196
+8% +$21.1K 0.11% 76
2023
Q2 		$276K Buy
2,396
+275
+13% +$31.2K 0.11% 76
2023
Q1 		$226K Buy
2,121
+130
+7% +$14K 0.12% 94
2022
Q4 		$221K Buy
+1,991
New +$204K 0.12% 79
2022
Q3 		– Sell
-2,588
Closed -$236K – 88
2022
Q2 		$236K Sell
2,588
-599
-19% -$53.1K 0.16% 71
2022
Q1 		$261K Buy
3,187
+563
+21% +$44.4K 0.14% 77
2021
Q4 		$201K Buy
+2,624
New +$209K 0.09% 98

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bordeaux Wealth Advisors's MRK Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Merck (MRK) stake by 34% in Q2 2025, selling an estimated $110K and leaving 2,648 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #151.

Bordeaux Wealth Advisors first reported a position in MRK in Q4 2021 and has held it in 14 quarters since. The position peaked at $572K in Q1 2024. 3,328 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Bordeaux Wealth Advisors held 2,648 shares of Merck worth $210K as of Q2 2025.
  • Bordeaux Wealth Advisors sold 1,390 Merck shares in Q2 2025, an estimated $110K.
  • Merck made up 0.03% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #151 holding.
  • Bordeaux Wealth Advisors first reported a position in Merck in Q4 2021 and has held it in 14 quarters since.
  • Bordeaux Wealth Advisors's Merck position peaked at $572K in Q1 2024.
  • 3,328 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.