Conscious Wealth Investments’s Merck MRK Stock Holding History

Conscious Wealth Investments’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	-25,439	Closed	-$2.49M	–	54
2024 Q4	$2.49M	Buy	25,439 +1,834	+8%	+$189K	1.69%	32
2024 Q3	$2.51M	Buy	23,605 +224	+1%	+$26.6K	1.73%	33
2024 Q2	$2.91M	Buy	23,381 +138	+0.6%	+$17.8K	2.09%	24
2024 Q1	$2.91M	Buy	23,243 +648	+3%	+$79.9K	2.21%	20
2023 Q4	$2.71M	Buy	+22,595	New	+$2.35M	2.16%	22

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

Conscious Wealth Investments's MRK Position: Q1 2025 in Review

Conscious Wealth Investments sold out of Merck (MRK) in Q1 2025, closing a stake of 25,439 shares — an estimated $2.49M sold.

Conscious Wealth Investments first reported a position in MRK in Q4 2023 and held it in 5 quarters. The position peaked at $2.91M in Q2 2024. 3,448 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Conscious Wealth Investments reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Conscious Wealth Investments sold 25,439 Merck shares in Q1 2025, an estimated $2.49M.
Conscious Wealth Investments first reported a position in Merck in Q4 2023 and held it in 5 quarters.
Conscious Wealth Investments's Merck position peaked at $2.91M in Q2 2024.
3,448 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Conscious Wealth Investments's 13F filing for Q1 2025, filed 13 May 2025.