GIM
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Generate Investment Management’s Merck MRK Stock Holding History

Generate Investment 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
2025
Q1 		– Sell
-140,675
Closed -$14M – 87
2024
Q4 		$14M Sell
140,675
-116,524
-45% -$12M 0.98% 38
2024
Q3 		$29.2M Buy
257,199
+162,482
+172% +$19.3M 1.95% 14
2024
Q2 		$11.7M Buy
94,717
+44,522
+89% +$5.73M 0.69% 40
2024
Q1 		$6.62M Buy
+50,195
New +$6.19M 0.48% 65

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Generate Investment Management's MRK Position: Q1 2025 in Review

Generate Investment Management sold out of Merck (MRK) in Q1 2025, closing a stake of 140,675 shares — an estimated $14M sold.

Generate Investment Management first reported a position in MRK in Q1 2024 and held it in 4 quarters. The position peaked at $29.2M in Q3 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Generate Investment Management reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
  • Generate Investment Management sold 140,675 Merck shares in Q1 2025, an estimated $14M.
  • Generate Investment Management first reported a position in Merck in Q1 2024 and held it in 4 quarters.
  • Generate Investment Management's Merck position peaked at $29.2M in Q3 2024.
  • 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Generate Investment Management's 13F filing for Q1 2025, filed 23 Apr 2025.