Heritage Wealth Partners’s Merck MRK Stock Holding History

Heritage Wealth Partners’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	-2,065	Closed	-$205K	–	71
2024 Q4	$205K	Buy	2,065 +94	+5%	+$9.69K	0.26%	67
2024 Q3	$224K	Buy	1,971 +17	+0.9%	+$2.02K	0.26%	63
2024 Q2	$242K	Sell	1,954 -48	-2%	-$6.18K	0.35%	49
2024 Q1	$218K	Hold	2,002	–	–	0.45%	37
2023 Q4	$218K	Buy	+2,002	New	+$208K	0.45%	37
2023 Q3	–	Sell	-2,015	Closed	-$232K	–	41
2023 Q2	$232K	Buy	+2,015	New	+$229K	0.14%	65

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Wealth Partners's MRK Position: Q1 2025 in Review

Heritage Wealth Partners sold out of Merck (MRK) in Q1 2025, closing a stake of 2,065 shares — an estimated $205K sold.

Heritage Wealth Partners first reported a position in MRK in Q2 2023 and held it in 6 quarters. The position peaked at $242K in Q2 2024. 3,454 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Heritage Wealth Partners reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Heritage Wealth Partners sold 2,065 Merck shares in Q1 2025, an estimated $205K.
Heritage Wealth Partners first reported a position in Merck in Q2 2023 and held it in 6 quarters.
Heritage Wealth Partners's Merck position peaked at $242K in Q2 2024.
3,454 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.