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Evolution Wealth Advisors’s Merck MRK Stock Holding History

Evolution Wealth 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
2024
Q4 		– Sell
-1,864
Closed -$212K – 148
2024
Q3 		$212K Sell
1,864
-29
-2% -$3.44K 0.04% 126
2024
Q2 		$237K Sell
1,893
-161
-8% -$20.7K 0.05% 122
2024
Q1 		$271K Sell
2,054
-122
-6% -$15K 0.05% 110
2023
Q4 		$237K Buy
2,176
+40
+2% +$4.15K 0.05% 110
2023
Q3 		$220K Buy
2,136
+7
+0.3% +$754 0.05% 105
2023
Q2 		$246K Sell
2,129
-33
-2% -$3.75K 0.05% 100
2023
Q1 		$230K Buy
2,162
+347
+19% +$37.5K 0.06% 107
2022
Q4 		$201K Buy
+1,815
New +$186K 0.05% 118
2022
Q1 		– Sell
-2,786
Closed -$214 – 137
2021
Q4 		$214 Buy
2,786
+262
+10% +$20.9K 0.03% 127
2021
Q3 		$190K Buy
2,524
+341
+16% +$25.9K 0.04% 117
2021
Q2 		$170K Sell
2,183
-222
-9% -$16.5K 0.03% 131
2021
Q1 		$177K Buy
2,405
+618
+35% +$45.6K 0.04% 113
2020
Q4 		$139K Sell
1,787
-693
-28% -$53K 0.03% 118
2020
Q3 		$196K Buy
2,480
+443
+22% +$34.7K 0.05% 97
2020
Q2 		$150K Buy
2,037
+766
+60% +$57.7K 0.05% 95
2020
Q1 		$94K Sell
1,271
-436
-26% -$34.3K 0.04% 90
2019
Q4 		$148K Buy
1,707
+1,397
+451% +$115K 0.04% 88
2019
Q3 		$25K Sell
310
-1,017
-77% -$81.5K 0.01% 77
2019
Q2 		$106K Buy
+1,327
New +$102K 0.05% 61

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evolution Wealth Advisors's MRK Position: Q4 2024 in Review

Evolution Wealth Advisors sold out of Merck (MRK) in Q4 2024, closing a stake of 1,864 shares — an estimated $212K sold.

Evolution Wealth Advisors first reported a position in MRK in Q2 2019 and held it in 19 quarters. The position peaked at $271K in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Evolution Wealth Advisors reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,864 Merck shares in Q4 2024, an estimated $212K.
  • Evolution Wealth Advisors first reported a position in Merck in Q2 2019 and held it in 19 quarters.
  • Evolution Wealth Advisors's Merck position peaked at $271K in Q1 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Evolution Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.