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Granite Bay Wealth Management’s Merck MRK Stock Holding History

Granite Bay 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
2025
Q2 		– Sell
-2,397
Closed -$215K – 74
2025
Q1 		$215K Buy
2,397
+167
+7% +$15.6K 0.07% 68
2024
Q4 		$222K Buy
2,230
+23
+1% +$2.37K 0.08% 68
2024
Q3 		$251K Hold
2,207
– – 0.14% 40
2024
Q2 		$273K Hold
2,207
– – 0.15% 57
2024
Q1 		$291K Sell
2,207
-136,834
-98% -$16.9M 0.17% 65
2023
Q4 		$14.4M Hold
139,041
– – 0.13% 68
2023
Q3 		$15M Buy
139,041
+136,834
+6,200% +$14.7M 0.15% 67
2023
Q2 		$255K Hold
2,207
– – 0.24% 41
2023
Q1 		$235K Sell
2,207
-85
-4% -$9.18K 0.16% 68
2022
Q4 		$254K Buy
+2,292
New +$234K 0.17% 55

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Granite Bay Wealth Management's MRK Position: Q2 2025 in Review

Granite Bay Wealth Management sold out of Merck (MRK) in Q2 2025, closing a stake of 2,397 shares — an estimated $215K sold.

Granite Bay Wealth Management first reported a position in MRK in Q4 2022 and held it in 10 quarters. The position peaked at $15M in Q3 2023. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Granite Bay Wealth Management reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
  • Granite Bay Wealth Management sold 2,397 Merck shares in Q2 2025, an estimated $215K.
  • Granite Bay Wealth Management first reported a position in Merck in Q4 2022 and held it in 10 quarters.
  • Granite Bay Wealth Management's Merck position peaked at $15M in Q3 2023.
  • 3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Granite Bay Wealth Management's 13F filing for Q2 2025, filed 8 Jul 2025.