Droms Strauss Advisors’s Merck MRK Stock Holding History

Droms Strauss 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	-2,386	Closed	-$237K	–	70
2024 Q4	$237K	Sell	2,386 -455	-16%	-$46.9K	0.08%	63
2024 Q3	$323K	Hold	2,841	–	–	0.11%	53
2024 Q2	$352K	Hold	2,841	–	–	0.13%	50
2024 Q1	$375K	Sell	2,841 -3	-0.1%	-$370	0.14%	49
2023 Q4	$310K	Hold	2,844	–	–	0.12%	56
2023 Q3	$293K	Hold	2,844	–	–	0.13%	53
2023 Q2	$323K	Hold	2,844	–	–	0.13%	52
2023 Q1	$303K	Hold	2,844	–	–	0.14%	54
2022 Q4	$315K	Hold	2,844	–	–	0.14%	53
2022 Q3	$245K	Buy	+2,844	New	+$254K	0.12%	54

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

Droms Strauss Advisors's MRK Position: Q1 2025 in Review

Droms Strauss Advisors sold out of Merck (MRK) in Q1 2025, closing a stake of 2,386 shares — an estimated $237K sold.

Droms Strauss Advisors first reported a position in MRK in Q3 2022 and held it in 10 quarters. The position peaked at $375K in Q1 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Droms Strauss Advisors reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Droms Strauss Advisors sold 2,386 Merck shares in Q1 2025, an estimated $237K.
Droms Strauss Advisors first reported a position in Merck in Q3 2022 and held it in 10 quarters.
Droms Strauss Advisors's Merck position peaked at $375K in Q1 2024.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Droms Strauss Advisors's 13F filing for Q1 2025, filed 2 May 2025.