Midwest Financial Group’s Merck MRK Stock Holding History

Midwest Financial Group’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	-1,885	Closed	-$214K	–	114
2024 Q3	$214K	Buy	1,885 +10	+0.5%	+$1.19K	0.13%	100
2024 Q2	$232K	Buy	1,875 +12	+0.6%	+$1.55K	0.15%	96
2024 Q1	$246K	Sell	1,863 -49	-3%	-$6.04K	0.17%	93
2023 Q4	$208K	Buy	+1,912	New	+$198K	0.16%	98
2023 Q3	–	Sell	-1,906	Closed	-$220K	–	98
2023 Q2	$220K	Sell	1,906 -166	-8%	-$18.8K	0.19%	93
2023 Q1	$220K	Buy	+2,072	New	+$224K	0.2%	86

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Midwest Financial Group's MRK Position: Q4 2024 in Review

Midwest Financial Group sold out of Merck (MRK) in Q4 2024, closing a stake of 1,885 shares — an estimated $214K sold.

Midwest Financial Group first reported a position in MRK in Q1 2023 and held it in 6 quarters. The position peaked at $246K in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

Midwest Financial Group reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
Midwest Financial Group sold 1,885 Merck shares in Q4 2024, an estimated $214K.
Midwest Financial Group first reported a position in Merck in Q1 2023 and held it in 6 quarters.
Midwest Financial Group's Merck position peaked at $246K in Q1 2024.
3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Midwest Financial Group's 13F filing for Q4 2024, filed 21 Jan 2025.