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Delta Financial Group’s Merck MRK Stock Holding History

Delta Financial Group’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 		$2.62M Buy
28,385
+107
+0.4% +$9.99K 0.6% 30
2024
Q4 		$2.81M Buy
28,278
+747
+3% +$77K 0.66% 26
2024
Q3 		$3.13M Sell
27,531
-65
-0.2% -$7.72K 1.16% 16
2024
Q2 		$3.42M Sell
27,596
-1,417
-5% -$183K 1.43% 12
2024
Q1 		$3.83M Sell
29,013
-1,782
-6% -$220K 1.13% 13
2023
Q4 		$3.36M Sell
30,795
-358
-1% -$37.2K 1.06% 13
2023
Q3 		$3.21M Sell
31,153
-1,054
-3% -$114K 1.11% 14
2023
Q2 		$3.72M Sell
32,207
-3
-0% -$341 4.36% 3
2023
Q1 		$3.43M Sell
32,210
-1,795
-5% -$194K 1.35% 12
2022
Q4 		$3.81M Buy
+34,005
New +$3.48M 1.69% 10

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Delta Financial Group's MRK Position: Q1 2025 in Review

Delta Financial Group increased its Merck (MRK) stake by 0.38% in Q1 2025, buying an estimated $9.99K and bringing the position to 28,385 shares worth $2.62M. The position accounts for 0.6% of the portfolio, ranked #30.

Delta Financial Group first reported a position in MRK in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.83M in Q1 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Delta Financial Group held 28,385 shares of Merck worth $2.62M as of Q1 2025.
  • Delta Financial Group bought 107 Merck shares in Q1 2025, an estimated $9.99K.
  • Merck made up 0.6% of Delta Financial Group's portfolio in Q1 2025, its #30 holding.
  • Delta Financial Group first reported a position in Merck in Q4 2022 and has held it in 10 quarters since.
  • Delta Financial Group's Merck position peaked at $3.83M in Q1 2024.
  • 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.