EFH
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Eaton Financial Holdings’s Merck MRK Stock Holding History

Eaton Financial Holdings’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
-10,615
Closed -$1.06M – 68
2024
Q4 		$1.06M Sell
10,615
-2,298
-18% -$237K 0.41% 40
2024
Q3 		$1.47M Buy
+12,913
New +$1.53M 0.6% 33
2024
Q1 		$1.64M Sell
12,427
-945
-7% -$116K 0.85% 28
2023
Q4 		$1.46M Sell
13,372
-5,991
-31% -$622K 0.35% 77
2023
Q3 		$1.99M Buy
19,363
+887
+5% +$95.6K 0.53% 56
2023
Q2 		$2.13M Sell
18,476
-100
-0.5% -$11.4K 1.61% 14
2023
Q1 		$1.98M Sell
18,576
-207
-1% -$22.3K 1.55% 14
2022
Q4 		$2.08M Buy
+18,783
New +$1.92M 1.78% 11

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

Eaton Financial Holdings's MRK Position: Q1 2025 in Review

Eaton Financial Holdings sold out of Merck (MRK) in Q1 2025, closing a stake of 10,615 shares — an estimated $1.06M sold.

Eaton Financial Holdings first reported a position in MRK in Q4 2022 and held it in 8 quarters. The position peaked at $2.13M in Q2 2023. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Eaton Financial Holdings reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
  • Eaton Financial Holdings sold 10,615 Merck shares in Q1 2025, an estimated $1.06M.
  • Eaton Financial Holdings first reported a position in Merck in Q4 2022 and held it in 8 quarters.
  • Eaton Financial Holdings's Merck position peaked at $2.13M in Q2 2023.
  • 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Eaton Financial Holdings's 13F filing for Q1 2025, filed 13 May 2025.