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Castleview Partners’s Merck MRK Stock Holding History

Castleview Partners’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 		– Sell
-1,874
Closed -$186K – 423
2024
Q4 		$186K Sell
1,874
-378
-17% -$39K 0.1% 192
2024
Q3 		$256K Buy
2,252
+409
+22% +$48.6K 0.15% 148
2024
Q2 		$228K Buy
1,843
+320
+21% +$41.2K 0.13% 157
2024
Q1 		$201K Buy
1,523
+345
+29% +$42.5K 0.11% 176
2023
Q4 		$128K Buy
1,178
+190
+19% +$19.7K 0.09% 180
2023
Q3 		$102K Sell
988
-40
-4% -$4.31K 0.09% 176
2023
Q2 		$119K Sell
1,028
-1,868
-65% -$212K 0.11% 168
2023
Q1 		$308K Sell
2,896
-43
-1% -$4.64K 0.27% 90
2022
Q4 		$326K Sell
2,939
-798
-21% -$81.6K 0.32% 76
2022
Q3 		$322K Sell
3,737
-3,790
-50% -$338K 0.31% 79
2022
Q2 		$1.93M Sell
7,527
-1,563
-17% -$139K 1.54% 8
2022
Q1 		$745K Sell
9,090
-688,180
-99% -$54.3M 0.46% 37
2021
Q4 		$9.1K Buy
+697,270
New +$55.5M 0.07% 98
2021
Q2 		$114K Buy
+1,462
New +$109K 0.05% 269

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

Castleview Partners's MRK Position: Q1 2025 in Review

Castleview Partners sold out of Merck (MRK) in Q1 2025, closing a stake of 1,874 shares — an estimated $186K sold.

Castleview Partners first reported a position in MRK in Q2 2021 and held it in 14 quarters. The position peaked at $1.93M in Q2 2022. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Castleview Partners reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 1,874 Merck shares in Q1 2025, an estimated $186K.
  • Castleview Partners first reported a position in Merck in Q2 2021 and held it in 14 quarters.
  • Castleview Partners's Merck position peaked at $1.93M in Q2 2022.
  • 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.