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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return