KPPF
MRK icon

Klein Pavlis & Peasley Financial’s Merck MRK Stock Holding History

Klein Pavlis & Peasley Financial’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
-1,895
Closed -$215K – 80
2024
Q3 		$215K Buy
1,895
+179
+10% +$21.3K 0.17% 77
2024
Q2 		$212K Buy
1,716
+138
+9% +$17.8K 0.19% 76
2024
Q1 		$208K Buy
+1,578
New +$195K 0.19% 75

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

Klein Pavlis & Peasley Financial's MRK Position: Q4 2024 in Review

Klein Pavlis & Peasley Financial sold out of Merck (MRK) in Q4 2024, closing a stake of 1,895 shares — an estimated $215K sold.

Klein Pavlis & Peasley Financial first reported a position in MRK in Q1 2024 and held it in 3 quarters. The position peaked at $215K in Q3 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Klein Pavlis & Peasley Financial reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • Klein Pavlis & Peasley Financial sold 1,895 Merck shares in Q4 2024, an estimated $215K.
  • Klein Pavlis & Peasley Financial first reported a position in Merck in Q1 2024 and held it in 3 quarters.
  • Klein Pavlis & Peasley Financial's Merck position peaked at $215K in Q3 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q4 2024, filed 27 Jan 2025.