Financial Insights’s Merck MRK Stock Holding History

Financial Insights’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	-5,340	Closed	-$606K	–	133
2024 Q3	$606K	Sell	5,340 -3,502	-40%	-$416K	0.19%	75
2024 Q2	$1.09M	Sell	8,842 -2,440	-22%	-$314K	0.3%	54
2024 Q1	$1.49M	Sell	11,282 -775	-6%	-$95.5K	0.42%	49
2023 Q4	$1.31M	Sell	12,057 -893	-7%	-$92.7K	0.41%	49
2023 Q3	$1.33M	Buy	12,950 +2,094	+19%	+$226K	0.47%	40
2023 Q2	$1.25M	Buy	10,856 +2,471	+29%	+$281K	0.46%	43
2023 Q1	$892K	Buy	8,385 +6,532	+353%	+$705K	0.36%	50
2022 Q4	$206K	Buy	+1,853	New	+$189K	0.1%	141

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

Financial Insights's MRK Position: Q4 2024 in Review

Financial Insights sold out of Merck (MRK) in Q4 2024, closing a stake of 5,340 shares — an estimated $606K sold.

Financial Insights first reported a position in MRK in Q4 2022 and held it in 8 quarters. The position peaked at $1.49M in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

Financial Insights reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
Financial Insights sold 5,340 Merck shares in Q4 2024, an estimated $606K.
Financial Insights first reported a position in Merck in Q4 2022 and held it in 8 quarters.
Financial Insights's Merck position peaked at $1.49M in Q1 2024.
3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Financial Insights's 13F filing for Q4 2024, filed 5 Mar 2025.