Compound Global Advisors’s Merck MRK Stock Holding History

Compound Global 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 Q1	–	Sell	-6,000	Closed	-$597K	–	49
2024 Q4	$597K	Buy	+6,000	New	+$619K	2.43%	17
2024 Q1	$6.62M	Buy	+50,195	New	+$6.19M	0.99%	30
2023 Q2	–	Sell	-68,399	Closed	-$7.28M	–	39
2023 Q1	$7.28M	Buy	68,399 +33,248	+95%	+$3.59M	1.85%	27
2022 Q4	$3.9M	Buy	+35,151	New	+$3.59M	1.11%	29

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

Compound Global Advisors's MRK Position: Q1 2025 in Review

Compound Global Advisors sold out of Merck (MRK) in Q1 2025, closing a stake of 6,000 shares — an estimated $597K sold.

Compound Global Advisors first reported a position in MRK in Q4 2022 and held it in 4 quarters. The position peaked at $7.28M in Q1 2023. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Compound Global Advisors reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Compound Global Advisors sold 6,000 Merck shares in Q1 2025, an estimated $597K.
Compound Global Advisors first reported a position in Merck in Q4 2022 and held it in 4 quarters.
Compound Global Advisors's Merck position peaked at $7.28M in Q1 2023.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Compound Global Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.