Disciplina Capital Management’s Merck MRK Stock Holding History

Disciplina Capital 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 Q1	–	Sell	-32	Closed	-$3.18K	–	74
2024 Q4	$3.18K	Hold	32	–	–	﹤0.01%	66
2024 Q3	$3.63K	Sell	32 -944	-97%	-$112K	﹤0.01%	65
2024 Q2	$121K	Hold	976	–	–	0.02%	38
2024 Q1	$129K	Hold	976	–	–	0.02%	34
2023 Q4	$106K	Hold	976	–	–	0.02%	43
2023 Q3	$100K	Hold	976	–	–	0.02%	38
2023 Q2	$113K	Buy	+976	New	+$111K	0.02%	32

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

Disciplina Capital Management's MRK Position: Q1 2025 in Review

Disciplina Capital Management sold out of Merck (MRK) in Q1 2025, closing a stake of 32 shares — an estimated $3.18K sold.

Disciplina Capital Management first reported a position in MRK in Q2 2023 and held it in 7 quarters. The position peaked at $129K in Q1 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Disciplina Capital Management reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Disciplina Capital Management sold 32 Merck shares in Q1 2025, an estimated $3.18K.
Disciplina Capital Management first reported a position in Merck in Q2 2023 and held it in 7 quarters.
Disciplina Capital Management's Merck position peaked at $129K in Q1 2024.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Disciplina Capital Management's 13F filing for Q1 2025, filed 14 May 2025.