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Callan Capital’s Merck MRK Stock Holding History

Callan Capital’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 		$1.07M Sell
11,927
-468
-4% -$43.7K 0.08% 114
2024
Q4 		$1.23M Buy
12,395
+1,770
+17% +$182K 0.09% 94
2024
Q3 		$1.21M Sell
10,625
-355
-3% -$42.2K 0.08% 105
2024
Q2 		$1.36M Buy
10,980
+1,187
+12% +$153K 0.11% 93
2024
Q1 		$1.29M Buy
9,793
+2,077
+27% +$256K 0.11% 89
2023
Q4 		$841K Buy
7,716
+332
+4% +$34.5K 0.08% 103
2023
Q3 		$760K Buy
7,384
+422
+6% +$45.5K 0.08% 94
2023
Q2 		$803K Sell
6,962
-1,134
-14% -$129K 0.09% 86
2023
Q1 		$861K Buy
8,096
+75
+0.9% +$8.1K 0.1% 83
2022
Q4 		$890K Buy
8,021
+3,496
+77% +$357K 0.11% 82
2022
Q3 		$390K Buy
4,525
+598
+15% +$53.4K 0.06% 89
2022
Q2 		$358K Hold
3,927
– – 0.06% 86
2022
Q1 		$322K Buy
3,927
+85
+2% +$6.7K 0.04% 97
2021
Q4 		$294K Buy
3,842
+80
+2% +$6.37K 0.04% 109
2021
Q3 		$283K Sell
3,762
-100
-3% -$7.61K 0.05% 74
2021
Q2 		$300K Sell
3,862
-81
-2% -$6.03K 0.05% 75
2021
Q1 		$290K Hold
3,943
– – 0.05% 75
2020
Q4 		$308K Hold
3,943
– – 0.06% 73
2020
Q3 		$312K Hold
3,943
– – 0.07% 70
2020
Q2 		$291K Hold
3,943
– – 0.07% 76
2020
Q1 		$289K Buy
+3,943
New +$310K 0.09% 68

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Callan Capital's MRK Position: Q1 2025 in Review

Callan Capital reduced its Merck (MRK) stake by 3.8% in Q1 2025, selling an estimated $43.7K and leaving 11,927 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #114.

Callan Capital first reported a position in MRK in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.36M in Q2 2024. 3,448 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Callan Capital held 11,927 shares of Merck worth $1.07M as of Q1 2025.
  • Callan Capital sold 468 Merck shares in Q1 2025, an estimated $43.7K.
  • Merck made up 0.08% of Callan Capital's portfolio in Q1 2025, its #114 holding.
  • Callan Capital first reported a position in Merck in Q1 2020 and has held it in 21 quarters since.
  • Callan Capital's Merck position peaked at $1.36M in Q2 2024.
  • 3,448 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.