Kolinsky Wealth Management’s Merck MRK Stock Holding History

Kolinsky 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	$701K	Sell	7,045 -1,048	-13%	-$108K	0.43%	41
2024 Q3	$919K	Buy	8,093 +384	+5%	+$45.6K	0.6%	27
2024 Q2	$954K	Buy	7,709 +343	+5%	+$44.2K	0.68%	23
2024 Q1	$972K	Buy	7,366 +400	+6%	+$49.3K	0.74%	24
2023 Q4	$759K	Sell	6,966 -322	-4%	-$33.4K	0.67%	25
2023 Q3	$750K	Sell	7,288 -128	-2%	-$13.8K	0.74%	23
2023 Q2	$842K	Buy	7,416 +118	+2%	+$13.4K	0.8%	17
2023 Q1	$776K	Sell	7,298 -286	-4%	-$30.9K	0.82%	17
2022 Q4	$841K	Sell	7,584 -51	-0.7%	-$5.21K	0.96%	15
2022 Q3	$658K	Buy	7,635 +204	+3%	+$18.2K	0.82%	17
2022 Q2	$678K	Buy	7,431 +879	+13%	+$77.9K	0.8%	19
2022 Q1	$538K	Buy	6,552 +804	+14%	+$63.4K	0.53%	34
2021 Q4	$440K	Buy	+5,748	New	+$458K	0.41%	47

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

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

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Kolinsky Wealth Management reduced its Merck (MRK) stake by 13% in Q4 2024, selling an estimated $108K and leaving 7,045 shares worth $701K. The position accounts for 0.43% of the portfolio, ranked #41.

Kolinsky Wealth Management first reported a position in MRK in Q4 2021 and has held it in 13 quarters since. The position peaked at $972K in Q1 2024. 3,613 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

Kolinsky Wealth Management held 7,045 shares of Merck worth $701K as of Q4 2024.
Kolinsky Wealth Management sold 1,048 Merck shares in Q4 2024, an estimated $108K.
Merck made up 0.43% of Kolinsky Wealth Management's portfolio in Q4 2024, its #41 holding.
Kolinsky Wealth Management first reported a position in Merck in Q4 2021 and has held it in 13 quarters since.
Kolinsky Wealth Management's Merck position peaked at $972K in Q1 2024.
3,613 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.