Gradient Capital Advisors’s Merck MRK Stock Holding History

Gradient Capital 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
2025 Q2	–	Sell	-3,024	Closed	-$271K	–	165
2025 Q1	$271K	Buy	3,024 +1	+0%	+$93	0.09%	134
2024 Q4	$301K	Buy	3,023 +97	+3%	+$10K	0.1%	121
2024 Q3	$332K	Buy	2,926 +114	+4%	+$13.5K	0.11%	117
2024 Q2	$348K	Hold	2,812	–	–	0.12%	111
2024 Q1	$371K	Sell	2,812 -144	-5%	-$17.7K	0.14%	110
2023 Q4	$322K	Sell	2,956 -61	-2%	-$6.33K	0.12%	116
2023 Q3	$311K	Buy	3,017 +68	+2%	+$7.33K	0.13%	110
2023 Q2	$340K	Buy	2,949 +347	+13%	+$39.4K	0.14%	106
2023 Q1	$277K	Hold	2,602	–	–	0.12%	120
2022 Q4	$289K	Buy	2,602 +198	+8%	+$20.2K	0.13%	108
2022 Q3	$207K	Buy	2,404 +172	+8%	+$15.4K	0.1%	123
2022 Q2	$203K	Buy	+2,232	New	+$198K	0.1%	109

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gradient Capital Advisors's MRK Position: Q2 2025 in Review

Gradient Capital Advisors sold out of Merck (MRK) in Q2 2025, closing a stake of 3,024 shares — an estimated $271K sold.

Gradient Capital Advisors first reported a position in MRK in Q2 2022 and held it in 12 quarters. The position peaked at $371K in Q1 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Gradient Capital Advisors reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
Gradient Capital Advisors sold 3,024 Merck shares in Q2 2025, an estimated $271K.
Gradient Capital Advisors first reported a position in Merck in Q2 2022 and held it in 12 quarters.
Gradient Capital Advisors's Merck position peaked at $371K in Q1 2024.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Gradient Capital Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.