FOCUS Wealth Advisors’s Merck MRK Stock Holding History

FOCUS 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	-16,132	Closed	-$1.83M	–	64
2024 Q3	$1.83M	Sell	16,132 -197	-1%	-$23.4K	0.91%	32
2024 Q2	$2.02M	Sell	16,329 -11	-0.1%	-$1.42K	1.04%	26
2024 Q1	$2.16M	Buy	16,340 +4,695	+40%	+$579K	1.15%	25
2023 Q4	$1.27M	Sell	11,645 -1,673	-13%	-$174K	0.8%	33
2023 Q3	$1.37M	Buy	13,318 +600	+5%	+$64.7K	0.95%	31
2023 Q2	$1.47M	Buy	+12,718	New	+$1.44M	0.99%	29

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

FOCUS Wealth Advisors sold out of Merck (MRK) in Q4 2024, closing a stake of 16,132 shares — an estimated $1.83M sold.

FOCUS Wealth Advisors first reported a position in MRK in Q2 2023 and held it in 6 quarters. The position peaked at $2.16M in Q1 2024. 3,613 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

FOCUS Wealth Advisors reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
FOCUS Wealth Advisors sold 16,132 Merck shares in Q4 2024, an estimated $1.83M.
FOCUS Wealth Advisors first reported a position in Merck in Q2 2023 and held it in 6 quarters.
FOCUS Wealth Advisors's Merck position peaked at $2.16M in Q1 2024.
3,613 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on FOCUS Wealth Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.