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Copperwynd Financial’s Merck MRK Stock Holding History

Copperwynd Financial’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 		$1.67M Buy
21,144
+487
+2% +$38.7K 0.42% 42
2025
Q1 		$1.85M Buy
20,657
+14,696
+247% +$1.37M 0.51% 38
2024
Q4 		$593K Sell
5,961
-1,019
-15% -$105K 0.16% 97
2024
Q3 		$793K Buy
6,980
+251
+4% +$29.8K 0.24% 85
2024
Q2 		$761K Buy
6,729
+459
+7% +$59.1K 0.25% 78
2024
Q1 		$827K Sell
6,270
-225
-3% -$27.7K 0.3% 58
2023
Q4 		$708K Sell
6,495
-13,888
-68% -$1.44M 0.28% 65
2023
Q3 		$2.1M Sell
20,383
-274
-1% -$29.5K 0.99% 17
2023
Q2 		$2.38M Sell
20,657
-299
-1% -$33.9K 1.11% 14
2023
Q1 		$2.23M Sell
20,956
-18,090
-46% -$1.95M 1.14% 17
2022
Q4 		$4.33M Buy
39,046
+18,362
+89% +$1.88M 2.43% 6
2022
Q3 		$1.78M Sell
20,684
-214
-1% -$19.1K 1.03% 25
2022
Q2 		$1.91M Buy
20,898
+13,399
+179% +$1.19M 1.12% 24
2022
Q1 		$615K Buy
7,499
+932
+14% +$73.5K 0.25% 83
2021
Q4 		$503K Buy
6,567
+314
+5% +$25K 0.19% 97
2021
Q3 		$470K Buy
6,253
+243
+4% +$18.5K 0.19% 100
2021
Q2 		$467K Buy
6,010
+74
+1% +$5.5K 0.2% 103
2021
Q1 		$437K Sell
5,936
-344
-5% -$25.4K 0.2% 98
2020
Q4 		$490K Buy
6,280
+391
+7% +$29.9K 0.24% 75
2020
Q3 		$466K Sell
5,889
-217
-4% -$17K 0.25% 67
2020
Q2 		$451K Sell
6,106
-715
-10% -$53.8K 0.26% 63
2020
Q1 		$501K Sell
6,821
-15,917
-70% -$1.25M 0.24% 32
2019
Q4 		$1.97M Buy
22,738
+567
+3% +$46.6K 1.05% 22
2019
Q3 		$1.75M Buy
22,171
+2,038
+10% +$163K 1% 23
2019
Q2 		$1.61M Buy
20,133
+782
+4% +$59.9K 0.93% 24
2019
Q1 		$1.54M Buy
+19,351
New +$1.45M 0.92% 24

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

Copperwynd Financial's MRK Position: Q2 2025 in Review

Copperwynd Financial increased its Merck (MRK) stake by 2.4% in Q2 2025, buying an estimated $38.7K and bringing the position to 21,144 shares worth $1.67M. The position accounts for 0.42% of the portfolio, ranked #42.

Copperwynd Financial first reported a position in MRK in Q1 2019 and has held it in 26 quarters since. The position peaked at $4.33M in Q4 2022. 3,328 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Copperwynd Financial held 21,144 shares of Merck worth $1.67M as of Q2 2025.
  • Copperwynd Financial bought 487 Merck shares in Q2 2025, an estimated $38.7K.
  • Merck made up 0.42% of Copperwynd Financial's portfolio in Q2 2025, its #42 holding.
  • Copperwynd Financial first reported a position in Merck in Q1 2019 and has held it in 26 quarters since.
  • Copperwynd Financial's Merck position peaked at $4.33M in Q4 2022.
  • 3,328 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.