LifeWealth Investments’s Merck MRK Stock Holding History

LifeWealth Investments’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	-2,608	Closed	-$259K	–	159
2024 Q4	$259K	Buy	+2,608	New	+$269K	0.17%	125

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 $3.38T AUM 44.17% 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

LifeWealth Investments's MRK Position: Q1 2025 in Review

LifeWealth Investments sold out of Merck (MRK) in Q1 2025, closing a stake of 2,608 shares — an estimated $259K sold.

LifeWealth Investments first reported a position in MRK in Q4 2024 and held it in 1 quarter. The position peaked at $259K in Q4 2024. 3,457 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

LifeWealth Investments reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 2,608 Merck shares in Q1 2025, an estimated $259K.
LifeWealth Investments first reported a position in Merck in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's Merck position peaked at $259K in Q4 2024.
3,457 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.