Fortress Wealth Management’s Merck MRK Stock Holding History

Fortress 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	-1,861	Closed	-$211K	–	73
2024 Q3	$211K	Sell	1,861 -22	-1%	-$2.61K	0.11%	68
2024 Q2	$233K	Buy	1,883 +1	+0.1%	+$129	0.12%	65
2024 Q1	$248K	Hold	1,882	–	–	0.13%	62
2023 Q4	$205K	Buy	+1,882	New	+$195K	0.11%	61
2023 Q3	–	Sell	-1,893	Closed	-$218K	–	61
2023 Q2	$218K	Hold	1,893	–	–	0.14%	59
2023 Q1	$201K	Hold	1,893	–	–	0.14%	58
2022 Q4	$210K	Buy	+1,893	New	+$193K	0.17%	54

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

Fortress Wealth Management's MRK Position: Q4 2024 in Review

Fortress Wealth Management sold out of Merck (MRK) in Q4 2024, closing a stake of 1,861 shares — an estimated $211K sold.

Fortress Wealth Management first reported a position in MRK in Q4 2022 and held it in 7 quarters. The position peaked at $248K in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

Fortress Wealth Management reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
Fortress Wealth Management sold 1,861 Merck shares in Q4 2024, an estimated $211K.
Fortress Wealth Management first reported a position in Merck in Q4 2022 and held it in 7 quarters.
Fortress Wealth Management's Merck position peaked at $248K in Q1 2024.
3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Fortress Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.