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 Q2	–	Sell	-2,988	Closed	-$268K	–	229
2025 Q1	$268K	Buy	2,988 +380	+15%	+$35.5K	0.06%	176
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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LifeWealth Investments's MRK Position: Q2 2025 in Review

LifeWealth Investments sold out of Merck (MRK) in Q2 2025, closing a stake of 2,988 shares — an estimated $268K sold.

LifeWealth Investments first reported a position in MRK in Q4 2024 and held it in 2 quarters. The position peaked at $268K in Q1 2025. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

LifeWealth Investments reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
LifeWealth Investments sold 2,988 Merck shares in Q2 2025, an estimated $268K.
LifeWealth Investments first reported a position in Merck in Q4 2024 and held it in 2 quarters.
LifeWealth Investments's Merck position peaked at $268K in Q1 2025.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on LifeWealth Investments's 13F filing for Q2 2025, filed 30 Jul 2025.