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Clearview Wealth Advisors’s Merck MRK Stock Holding History

Clearview Wealth 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
-3,540
Closed -$318K – 106
2025
Q1 		$318K Sell
3,540
-113
-3% -$10.6K 0.24% 81
2024
Q4 		$363K Sell
3,653
-29
-0.8% -$2.99K 0.28% 67
2024
Q3 		$418K Sell
3,682
-106
-3% -$12.6K 0.32% 59
2024
Q2 		$469K Sell
3,788
-195
-5% -$25.1K 0.41% 49
2024
Q1 		$526K Sell
3,983
-116
-3% -$14.3K 0.54% 44
2023
Q4 		$447K Sell
4,099
-79
-2% -$8.2K 0.52% 62
2023
Q3 		$430K Sell
4,178
-236
-5% -$25.4K 0.53% 64
2023
Q2 		$509K Sell
4,414
-52
-1% -$5.9K 0.52% 59
2023
Q1 		$475K Sell
4,466
-1,797
-29% -$194K 0.48% 61
2022
Q4 		$695K Sell
6,263
-20
-0.3% -$2.04K 0.54% 47
2022
Q3 		$541K Buy
6,283
+207
+3% +$18.5K 0.43% 41
2022
Q2 		$554K Buy
6,076
+252
+4% +$22.3K 0.42% 46
2022
Q1 		$478K Buy
5,824
+373
+7% +$29.4K 0.31% 54
2021
Q4 		$418K Sell
5,451
-950
-15% -$75.7K 0.25% 82
2021
Q3 		$481K Buy
6,401
+544
+9% +$41.4K 0.3% 70
2021
Q2 		$456K Sell
5,857
-287
-5% -$21.3K 0.28% 70
2021
Q1 		$452K Sell
6,144
-172
-3% -$12.7K 0.29% 68
2020
Q4 		$493K Buy
+6,316
New +$483K 0.33% 63

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

Clearview Wealth Advisors's MRK Position: Q2 2025 in Review

Clearview Wealth Advisors sold out of Merck (MRK) in Q2 2025, closing a stake of 3,540 shares — an estimated $318K sold.

Clearview Wealth Advisors first reported a position in MRK in Q4 2020 and held it in 18 quarters. The position peaked at $695K in Q4 2022. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Clearview Wealth Advisors reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
  • Clearview Wealth Advisors sold 3,540 Merck shares in Q2 2025, an estimated $318K.
  • Clearview Wealth Advisors first reported a position in Merck in Q4 2020 and held it in 18 quarters.
  • Clearview Wealth Advisors's Merck position peaked at $695K in Q4 2022.
  • 3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Clearview Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.