CWC
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Carolinas Wealth Consulting’s Merck MRK Stock Holding History

Carolinas Wealth Consulting’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
-3,498
Closed -$314K – 594
2025
Q1 		$314K Buy
3,498
+23
+0.7% +$2.15K 0.07% 135
2024
Q4 		$348K Buy
3,475
+74
+2% +$7.63K 0.07% 139
2024
Q3 		$389K Buy
3,401
+1,113
+49% +$132K 0.07% 134
2024
Q2 		$283K Buy
2,288
+18
+0.8% +$2.32K 0.05% 148
2024
Q1 		$301K Sell
2,270
-14,936
-87% -$1.84M 0.06% 135
2023
Q4 		$200K Buy
17,206
+15
+0.1% +$1.56K 0.04% 159
2023
Q3 		$187K Sell
17,191
-809
-4% -$87.2K 0.05% 149
2023
Q2 		$303K Sell
18,000
-697
-4% -$79.1K 0.06% 137
2023
Q1 		$355K Buy
18,697
+580
+3% +$62.6K 0.08% 124
2022
Q4 		$305K Buy
18,117
+212
+1% +$21.7K 0.07% 132
2022
Q3 		$222K Sell
17,905
-262
-1% -$23.4K 0.06% 145
2022
Q2 		$259K Buy
18,167
+14,855
+449% +$1.32M 0.06% 130
2022
Q1 		$274K Sell
3,312
-2
-0.1% -$158 0.06% 137
2021
Q4 		$256K Sell
3,314
-1,143
-26% -$91K 0.06% 149
2021
Q3 		$338K Sell
4,457
-1,025
-19% -$78K 0.08% 110
2021
Q2 		$429K Buy
5,482
+1,924
+54% +$143K 0.09% 98
2021
Q1 		$264K Buy
3,558
+50
+1% +$3.69K 0.06% 133
2020
Q4 		$276K Buy
3,508
+293
+9% +$22.4K 0.07% 124
2020
Q3 		$256K Buy
3,215
+149
+5% +$11.7K 0.09% 103
2020
Q2 		$228K Buy
3,066
+149
+5% +$11.2K 0.09% 97
2020
Q1 		$215K Buy
+2,917
New +$229K 0.12% 90

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

Carolinas Wealth Consulting's MRK Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Merck (MRK) in Q2 2025, closing a stake of 3,498 shares — an estimated $314K sold.

Carolinas Wealth Consulting first reported a position in MRK in Q1 2020 and held it in 21 quarters. The position peaked at $429K in Q2 2021. 3,328 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3,498 Merck shares in Q2 2025, an estimated $314K.
  • Carolinas Wealth Consulting first reported a position in Merck in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Merck position peaked at $429K in Q2 2021.
  • 3,328 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.