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Greystone Financial Group’s Merck MRK Stock Holding History

Greystone Financial Group’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
-83,970
Closed -$8.35M – 105
2024
Q4 		$8.35M Buy
83,970
+70,958
+545% +$7.32M 1.45% 27
2024
Q3 		$1.48M Buy
13,012
+3,334
+34% +$396K 0.26% 58
2024
Q2 		$1.2M Buy
9,678
+3,257
+51% +$420K 0.23% 58
2024
Q1 		$847K Buy
6,421
+1
+0% +$123 0.17% 65
2023
Q4 		$700K Sell
6,420
-3
-0% -$311 0.16% 71
2023
Q3 		$661K Sell
6,423
-607
-9% -$65.4K 0.17% 69
2023
Q2 		$811K Sell
7,030
-67
-0.9% -$7.61K 0.19% 63
2023
Q1 		$755K Buy
7,097
+92
+1% +$9.93K 0.19% 62
2022
Q4 		$777K Sell
7,005
-220
-3% -$22.5K 0.23% 53
2022
Q3 		$622K Buy
+7,225
New +$645K 0.21% 59

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

Greystone Financial Group's MRK Position: Q1 2025 in Review

Greystone Financial Group sold out of Merck (MRK) in Q1 2025, closing a stake of 83,970 shares — an estimated $8.35M sold.

Greystone Financial Group first reported a position in MRK in Q3 2022 and held it in 10 quarters. The position peaked at $8.35M in Q4 2024. 3,448 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Greystone Financial Group reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
  • Greystone Financial Group sold 83,970 Merck shares in Q1 2025, an estimated $8.35M.
  • Greystone Financial Group first reported a position in Merck in Q3 2022 and held it in 10 quarters.
  • Greystone Financial Group's Merck position peaked at $8.35M in Q4 2024.
  • 3,448 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Greystone Financial Group's 13F filing for Q1 2025, filed 14 Apr 2025.