GWM
MRK icon

Gray Wealth Management’s Merck MRK Stock Holding History

Gray 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
2024
Q4 		– Sell
-2,349
Closed -$267K – 138
2024
Q3 		$267K Buy
2,349
+2
+0.1% +$238 0.11% 107
2024
Q2 		$291K Buy
2,347
+1
+0% +$129 0.13% 99
2024
Q1 		$310K Buy
2,346
+200
+9% +$24.7K 0.14% 93
2023
Q4 		$234K Buy
2,146
+141
+7% +$14.6K 0.11% 111
2023
Q3 		$206K Buy
2,005
+2
+0.1% +$216 0.11% 126
2023
Q2 		$231K Buy
2,003
+14
+0.7% +$1.59K 0.12% 109
2023
Q1 		$212K Buy
1,989
+96
+5% +$10.4K 0.12% 113
2022
Q4 		$210K Buy
+1,893
New +$193K 0.12% 110

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

Gray Wealth Management's MRK Position: Q4 2024 in Review

Gray Wealth Management sold out of Merck (MRK) in Q4 2024, closing a stake of 2,349 shares — an estimated $267K sold.

Gray Wealth Management first reported a position in MRK in Q4 2022 and held it in 8 quarters. The position peaked at $310K in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Gray Wealth Management reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • Gray Wealth Management sold 2,349 Merck shares in Q4 2024, an estimated $267K.
  • Gray Wealth Management first reported a position in Merck in Q4 2022 and held it in 8 quarters.
  • Gray Wealth Management's Merck position peaked at $310K in Q1 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.