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Centricity Wealth Management’s Merck MRK Stock Holding History

Centricity 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 		$64K Hold
809
– – 0.05% 146
2025
Q1 		$72.6K Buy
809
+25
+3% +$2.33K 0.07% 132
2024
Q4 		$78K Buy
+784
New +$80.8K 0.07% 131

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Centricity Wealth Management held its Merck (MRK) position steady in Q2 2025 at 809 shares worth $64K. The position accounts for 0.05% of the portfolio, ranked #146.

Centricity Wealth Management first reported a position in MRK in Q4 2024 and has held it in 3 quarters since. The position peaked at $78K in Q4 2024. 3,332 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Centricity Wealth Management held 809 shares of Merck worth $64K as of Q2 2025.
  • Centricity Wealth Management left its Merck share count unchanged in Q2 2025.
  • Merck made up 0.05% of Centricity Wealth Management's portfolio in Q2 2025, its #146 holding.
  • Centricity Wealth Management first reported a position in Merck in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Merck position peaked at $78K in Q4 2024.
  • 3,332 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.