CWM
MRK icon

Crowley Wealth Management’s Merck MRK Stock Holding History

Crowley 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
Q4 		– Sell
-2,437
Closed -$205K – 220
2025
Q3 		$205K Sell
2,437
-341
-12% -$28.1K 0.16% 79
2025
Q2 		$220K Buy
2,778
+1
+0% +$79 0.2% 66
2025
Q1 		$249K Buy
2,777
+20
+0.7% +$1.87K 0.24% 61
2024
Q4 		$274K Buy
+2,757
New +$284K 0.24% 60

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Crowley Wealth Management's MRK Position: Q4 2025 in Review

Crowley Wealth Management sold out of Merck (MRK) in Q4 2025, closing a stake of 2,437 shares — an estimated $205K sold.

Crowley Wealth Management first reported a position in MRK in Q4 2024 and held it in 4 quarters. The position peaked at $274K in Q4 2024. 3,651 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

  • Crowley Wealth Management reported no remaining Merck position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 2,437 Merck shares in Q4 2025, an estimated $205K.
  • Crowley Wealth Management first reported a position in Merck in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Merck position peaked at $274K in Q4 2024.
  • 3,651 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.