Challenger Wealth Management’s Merck MRK Stock Holding History

Challenger 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 Q1	–	Sell	-2,721	Closed	-$271K	–	119
2024 Q4	$271K	Buy	+2,721	New	+$281K	0.23%	82

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Challenger Wealth Management's MRK Position: Q1 2025 in Review

Challenger Wealth Management sold out of Merck (MRK) in Q1 2025, closing a stake of 2,721 shares — an estimated $271K sold.

Challenger Wealth Management first reported a position in MRK in Q4 2024 and held it in 1 quarter. The position peaked at $271K in Q4 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Challenger Wealth Management reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Challenger Wealth Management sold 2,721 Merck shares in Q1 2025, an estimated $271K.
Challenger Wealth Management first reported a position in Merck in Q4 2024 and held it in 1 quarter.
Challenger Wealth Management's Merck position peaked at $271K in Q4 2024.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Challenger Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.