Denver PWM’s Merck MRK Stock Holding History

Denver PWM’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	-153	Closed	-$15.2K	–	168
2024 Q4	$15.2K	Sell	153 -150	-50%	-$15.5K	0.01%	152
2024 Q3	$34.4K	Sell	303 -211	-41%	-$25.1K	0.01%	129
2024 Q2	$63.6K	Buy	+514	New	+$66.2K	0.03%	124

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

Denver PWM's MRK Position: Q1 2025 in Review

Denver PWM sold out of Merck (MRK) in Q1 2025, closing a stake of 153 shares — an estimated $15.2K sold.

Denver PWM first reported a position in MRK in Q2 2024 and held it in 3 quarters. The position peaked at $63.6K in Q2 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Denver PWM reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 153 Merck shares in Q1 2025, an estimated $15.2K.
Denver PWM first reported a position in Merck in Q2 2024 and held it in 3 quarters.
Denver PWM's Merck position peaked at $63.6K in Q2 2024.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.