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Geller Advisors’s Merck MRK Stock Holding History

Geller 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 		$1.39M Buy
13,851
+26
+0.2% +$2.68K 0.09% 53
2024
Q3 		$1.58M Sell
13,825
-4,848
-26% -$576K 0.11% 50
2024
Q2 		$2.33M Sell
18,673
-5
-0% -$644 0.17% 39
2024
Q1 		$2.48M Sell
18,678
-69
-0.4% -$8.51K 0.2% 35
2023
Q4 		$2.06M Sell
18,747
-728
-4% -$75.6K 0.2% 32
2023
Q3 		$2.02M Buy
19,475
+664
+4% +$71.6K 0.23% 28
2023
Q2 		$2.18M Buy
18,811
+11,650
+163% +$1.32M 0.27% 27
2023
Q1 		$767K Buy
7,161
+548
+8% +$59.2K 0.11% 40
2022
Q4 		$738K Buy
6,613
+931
+16% +$95.2K 0.13% 40
2022
Q3 		$493K Sell
5,682
-1,223
-18% -$109K 0.11% 47
2022
Q2 		$634K Sell
6,905
-3
-0% -$266 0.13% 43
2022
Q1 		$572K Sell
6,908
-508
-7% -$40.1K 0.11% 51
2021
Q4 		$573K Buy
7,416
+28
+0.4% +$2.23K 0.11% 55
2021
Q3 		$560K Buy
7,388
+512
+7% +$38.9K 0.12% 53
2021
Q2 		$539K Sell
6,876
-196
-3% -$14.6K 0.12% 48
2021
Q1 		$525K Buy
7,072
+1,279
+22% +$94.3K 0.12% 46
2020
Q4 		$638K Hold
5,793
– – 0.16% 32
2020
Q3 		$462K Sell
5,793
-36
-0.6% -$2.82K 0.13% 36
2020
Q2 		$434K Buy
5,829
+800
+16% +$60.2K 0.13% 38
2020
Q1 		$372K Buy
5,029
+1,895
+60% +$149K 0.11% 33
2019
Q4 		$274K Buy
3,134
+165
+6% +$13.6K 0.08% 40
2019
Q3 		$240K Buy
+2,969
New +$238K 0.09% 56
2016
Q4 		– Sell
-4,651
Closed -$277K – 28
2016
Q3 		$277K Buy
+4,651
New +$272K 0.16% 22

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

Geller Advisors's MRK Position: Q4 2024 in Review

Geller Advisors increased its Merck (MRK) stake by 0.19% in Q4 2024, buying an estimated $2.68K and bringing the position to 13,851 shares worth $1.39M. The position accounts for 0.09% of the portfolio, ranked #53.

Geller Advisors first reported a position in MRK in Q3 2016 and has held it in 23 quarters since. The position peaked at $2.48M in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Geller Advisors held 13,851 shares of Merck worth $1.39M as of Q4 2024.
  • Geller Advisors bought 26 Merck shares in Q4 2024, an estimated $2.68K.
  • Merck made up 0.09% of Geller Advisors's portfolio in Q4 2024, its #53 holding.
  • Geller Advisors first reported a position in Merck in Q3 2016 and has held it in 23 quarters since.
  • Geller Advisors's Merck position peaked at $2.48M in Q1 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

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