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Congress Wealth Management’s Merck MRK Stock Holding History

Congress 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
Q2 		$21.8M Sell
274,803
-19,741
-7% -$1.57M 0.21% 118
2025
Q1 		$26.5M Buy
294,544
+63,404
+27% +$5.92M 0.32% 73
2024
Q4 		$23M Sell
231,140
-9,316
-4% -$960K 0.32% 81
2024
Q3 		$27.3M Buy
240,456
+55,659
+30% +$6.61M 0.36% 67
2024
Q2 		$22.9M Buy
184,797
+34,775
+23% +$4.48M 0.36% 63
2024
Q1 		$19.8M Sell
150,022
-2,981
-2% -$367K 0.34% 72
2023
Q4 		$16.7M Buy
153,003
+15,340
+11% +$1.59M 0.31% 81
2023
Q3 		$14.2M Buy
137,663
+5,746
+4% +$619K 0.29% 81
2023
Q2 		$15.2M Buy
131,917
+1,600
+1% +$182K 0.35% 66
2023
Q1 		$13.9M Buy
130,317
+709
+0.5% +$76.5K 0.33% 65
2022
Q4 		$14.4M Buy
129,608
+5,640
+5% +$577K 0.37% 61
2022
Q3 		$10.7M Buy
123,968
+3,846
+3% +$343K 0.29% 95
2022
Q2 		$11M Sell
120,122
-3,036
-2% -$269K 0.28% 95
2022
Q1 		$10.1M Buy
123,158
+8,289
+7% +$654K 0.22% 134
2021
Q4 		$8.8M Buy
+114,869
New +$9.15M 0.18% 168

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Congress Wealth Management's MRK Position: Q2 2025 in Review

Congress Wealth Management reduced its Merck (MRK) stake by 6.7% in Q2 2025, selling an estimated $1.57M and leaving 274,803 shares worth $21.8M. The position accounts for 0.21% of the portfolio, ranked #118.

Congress Wealth Management first reported a position in MRK in Q4 2021 and has held it in 15 quarters since. The position peaked at $27.3M in Q3 2024. 3,332 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Congress Wealth Management held 274,803 shares of Merck worth $21.8M as of Q2 2025.
  • Congress Wealth Management sold 19,741 Merck shares in Q2 2025, an estimated $1.57M.
  • Merck made up 0.21% of Congress Wealth Management's portfolio in Q2 2025, its #118 holding.
  • Congress Wealth Management first reported a position in Merck in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Merck position peaked at $27.3M in Q3 2024.
  • 3,332 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.