Elk River Wealth Management’s Merck MRK Stock Holding History

Elk River Wealth 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
2024 Q4	–	Sell	-1,878	Closed	-$215K	–	101
2024 Q3	$215K	Hold	1,878	–	–	0.04%	94
2024 Q2	$234K	Hold	1,878	–	–	0.05%	83
2024 Q1	$249K	Sell	1,878 -391	-17%	-$48.2K	0.05%	87
2023 Q4	$249K	Sell	2,269 -35	-2%	-$3.63K	0.05%	100
2023 Q3	$239K	Hold	2,304	–	–	0.05%	95
2023 Q2	$268K	Buy	2,304 +100	+5%	+$11.4K	0.06%	91
2023 Q1	$236K	Hold	2,204	–	–	0.05%	95
2022 Q4	$246K	Buy	+2,204	New	+$225K	0.06%	97

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elk River Wealth Management's MRK Position: Q4 2024 in Review

Elk River Wealth Management sold out of Merck (MRK) in Q4 2024, closing a stake of 1,878 shares — an estimated $215K sold.

Elk River Wealth Management first reported a position in MRK in Q4 2022 and held it in 8 quarters. The position peaked at $268K in Q2 2023. 3,608 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

Elk River Wealth Management reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
Elk River Wealth Management sold 1,878 Merck shares in Q4 2024, an estimated $215K.
Elk River Wealth Management first reported a position in Merck in Q4 2022 and held it in 8 quarters.
Elk River Wealth Management's Merck position peaked at $268K in Q2 2023.
3,608 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Elk River Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.