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Claris Advisors’s Merck MRK Stock Holding History

Claris Advisors’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
-2,884
Closed -$259K – 81
2025
Q1 		$259K Buy
2,884
+187
+7% +$17.5K 0.1% 64
2024
Q4 		$268K Buy
2,697
+2,572
+2,058% +$265K 0.1% 59
2024
Q3 		$14.2K Buy
+125
New +$14.9K 0.01% 202
2023
Q1 		– Sell
-2,697
Closed -$299K – 48
2022
Q4 		$299K Hold
2,697
– – 0.28% 39
2022
Q3 		$232K Sell
2,697
-170
-6% -$15.2K 0.27% 37
2022
Q2 		$261K Buy
2,867
+170
+6% +$15.1K 0.28% 33
2022
Q1 		$221K Hold
2,697
– – 0.24% 43
2021
Q4 		$207K Buy
+2,697
New +$215K 0.22% 48

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

Claris Advisors's MRK Position: Q2 2025 in Review

Claris Advisors sold out of Merck (MRK) in Q2 2025, closing a stake of 2,884 shares — an estimated $259K sold.

Claris Advisors first reported a position in MRK in Q4 2021 and held it in 8 quarters. The position peaked at $299K in Q4 2022. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Claris Advisors reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
  • Claris Advisors sold 2,884 Merck shares in Q2 2025, an estimated $259K.
  • Claris Advisors first reported a position in Merck in Q4 2021 and held it in 8 quarters.
  • Claris Advisors's Merck position peaked at $299K in Q4 2022.
  • 3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Claris Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.