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Clarity Financial’s Merck MRK Stock Holding History

Clarity Financial’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
2024
Q4 		– Sell
-2,059
Closed -$234K – 147
2024
Q3 		$234K Buy
+2,059
New +$245K 0.03% 136
2023
Q3 		– Sell
-1,972
Closed -$228K – 123
2023
Q2 		$228K Buy
+1,972
New +$224K 0.03% 107
2021
Q2 		– Sell
-2,769
Closed -$204K – 135
2021
Q1 		$204K Buy
+2,769
New +$204K 0.04% 126

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clarity Financial's MRK Position: Q4 2024 in Review

Clarity Financial sold out of Merck (MRK) in Q4 2024, closing a stake of 2,059 shares — an estimated $234K sold.

Clarity Financial first reported a position in MRK in Q1 2021 and held it in 3 quarters. The position peaked at $234K in Q3 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Clarity Financial reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • Clarity Financial sold 2,059 Merck shares in Q4 2024, an estimated $234K.
  • Clarity Financial first reported a position in Merck in Q1 2021 and held it in 3 quarters.
  • Clarity Financial's Merck position peaked at $234K in Q3 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Clarity Financial's 13F filing for Q4 2024, filed 23 Jan 2025.