Capital A Wealth Management’s Merck MRK Stock Holding History

Capital A Wealth Management’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	$72.5K	Buy	665 +115	+21%	+$9.14K	0.81%	28
2025 Q1	$49.4K	Sell	550 -421	-43%	-$39.3K	0.05%	150
2024 Q4	$96.6K	Buy	+971	New	+$100K	0.16%	110

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

Capital A Wealth Management's MRK Position: Q2 2025 in Review

Capital A Wealth Management increased its Merck (MRK) stake by 21% in Q2 2025, buying an estimated $9.14K and bringing the position to 665 shares worth $72.5K. The position accounts for 0.81% of the portfolio, ranked #28.

Capital A Wealth Management first reported a position in MRK in Q4 2024 and has held it in 3 quarters since. The position peaked at $96.6K in Q4 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Capital A Wealth Management held 665 shares of Merck worth $72.5K as of Q2 2025.
Capital A Wealth Management bought 115 Merck shares in Q2 2025, an estimated $9.14K.
Merck made up 0.81% of Capital A Wealth Management's portfolio in Q2 2025, its #28 holding.
Capital A Wealth Management first reported a position in Merck in Q4 2024 and has held it in 3 quarters since.
Capital A Wealth Management's Merck position peaked at $96.6K in Q4 2024.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.