FullCircle Wealth’s Merck MRK Stock Holding History

FullCircle Wealth’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	-6,626	Closed	-$691K	–	232
2024 Q3	$691K	Sell	6,626 -2,169	-25%	-$258K	0.31%	106
2024 Q2	$1.11M	Buy	+8,795	New	+$1.13M	0.54%	56

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

FullCircle Wealth's MRK Position: Q4 2024 in Review

FullCircle Wealth sold out of Merck (MRK) in Q4 2024, closing a stake of 6,626 shares — an estimated $691K sold.

FullCircle Wealth first reported a position in MRK in Q2 2024 and held it in 2 quarters. The position peaked at $1.11M in Q2 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

FullCircle Wealth reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
FullCircle Wealth sold 6,626 Merck shares in Q4 2024, an estimated $691K.
FullCircle Wealth first reported a position in Merck in Q2 2024 and held it in 2 quarters.
FullCircle Wealth's Merck position peaked at $1.11M in Q2 2024.
3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on FullCircle Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.