CWM
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Castle Wealth Management’s Merck MRK Stock Holding History

Castle 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 		– Sell
-3,049
Closed -$276K – 129
2025
Q1 		$276K Sell
3,049
-453
-13% -$42.3K 0.11% 104
2024
Q4 		$351K Sell
3,502
-272
-7% -$28K 0.14% 92
2024
Q3 		$431K Buy
3,774
+15
+0.4% +$1.78K 0.17% 84
2024
Q2 		$468K Buy
3,759
+102
+3% +$13.1K 0.22% 79
2024
Q1 		$485K Sell
3,657
-20
-0.5% -$2.46K 0.25% 82
2023
Q4 		$404K Buy
3,677
+106
+3% +$11K 0.24% 89
2023
Q3 		$370K Sell
3,571
-86
-2% -$9.27K 0.26% 77
2023
Q2 		$425K Sell
3,657
-748
-17% -$84.9K 0.3% 72
2023
Q1 		$471K Sell
4,405
-16
-0.4% -$1.73K 0.36% 62
2022
Q4 		$494K Buy
4,421
+1
+0% +$102 0.31% 63
2022
Q3 		$384K Sell
4,420
-99
-2% -$8.84K 0.23% 71
2022
Q2 		$415K Buy
+4,519
New +$401K 0.24% 69

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

Castle Wealth Management's MRK Position: Q2 2025 in Review

Castle Wealth Management sold out of Merck (MRK) in Q2 2025, closing a stake of 3,049 shares — an estimated $276K sold.

Castle Wealth Management first reported a position in MRK in Q2 2022 and held it in 12 quarters. The position peaked at $494K in Q4 2022. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Castle Wealth Management reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
  • Castle Wealth Management sold 3,049 Merck shares in Q2 2025, an estimated $276K.
  • Castle Wealth Management first reported a position in Merck in Q2 2022 and held it in 12 quarters.
  • Castle Wealth Management's Merck position peaked at $494K in Q4 2022.
  • 3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Castle Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.