Delos Wealth Advisors’s Merck MRK Stock Holding History

Delos Wealth Advisors’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	-400	Closed	-$39.8K	–	137
2024 Q4	$39.8K	Hold	400	–	–	0.03%	81
2024 Q3	$45.4K	Sell	400 -36	-8%	-$4.28K	0.04%	83
2024 Q2	$54K	Hold	436	–	–	0.05%	77
2024 Q1	$57.5K	Buy	436 +36	+9%	+$4.44K	0.06%	67
2023 Q4	$43.6K	Sell	400 -20	-5%	-$2.08K	0.06%	64
2023 Q3	$45.8K	Hold	420	–	–	0.06%	73
2023 Q2	$48.5K	Hold	420	–	–	0.06%	66
2023 Q1	$44.7K	Hold	420	–	–	0.06%	66
2022 Q4	$46.6K	Hold	420	–	–	0.07%	61
2022 Q3	$36K	Hold	420	–	–	0.04%	63
2022 Q2	$38K	Hold	420	–	–	0.04%	66
2022 Q1	$34K	Sell	420 -186	-31%	-$14.7K	0.03%	85
2021 Q4	$46K	Buy	+606	New	+$48.3K	0.04%	81

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

Delos Wealth Advisors's MRK Position: Q1 2025 in Review

Delos Wealth Advisors sold out of Merck (MRK) in Q1 2025, closing a stake of 400 shares — an estimated $39.8K sold.

Delos Wealth Advisors first reported a position in MRK in Q4 2021 and held it in 13 quarters. The position peaked at $57.5K in Q1 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Delos Wealth Advisors reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Delos Wealth Advisors sold 400 Merck shares in Q1 2025, an estimated $39.8K.
Delos Wealth Advisors first reported a position in Merck in Q4 2021 and held it in 13 quarters.
Delos Wealth Advisors's Merck position peaked at $57.5K in Q1 2024.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Delos Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.