EFP
MRK icon

EnRich Financial Partners’s Merck MRK Stock Holding History

EnRich Financial Partners’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
-5
Closed -$497 – 163
2024
Q4 		$497 Hold
5
– – ﹤0.01% 216
2024
Q3 		$568 Hold
5
– – ﹤0.01% 221
2024
Q2 		$619 Hold
5
– – ﹤0.01% 239
2024
Q1 		$660 Buy
+5
New +$616 ﹤0.01% 194

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

EnRich Financial Partners's MRK Position: Q1 2025 in Review

EnRich Financial Partners sold out of Merck (MRK) in Q1 2025, closing a stake of 5 shares — an estimated $497 sold.

EnRich Financial Partners first reported a position in MRK in Q1 2024 and held it in 4 quarters. The position peaked at $660 in Q1 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • EnRich Financial Partners reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 5 Merck shares in Q1 2025, an estimated $497.
  • EnRich Financial Partners first reported a position in Merck in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Merck position peaked at $660 in Q1 2024.
  • 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.