MWM
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MinichMacGregor Wealth Management’s Merck MRK Stock Holding History

MinichMacGregor 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
2025
Q2 		– Sell
-2,799
Closed -$251K – 136
2025
Q1 		$251K Sell
2,799
-350
-11% -$32.7K 0.06% 111
2024
Q4 		$313K Buy
3,149
+261
+9% +$26.9K 0.07% 94
2024
Q3 		$328K Buy
2,888
+5
+0.2% +$594 0.07% 86
2024
Q2 		$357K Sell
2,883
-263
-8% -$33.9K 0.09% 74
2024
Q1 		$412K Sell
3,146
-852
-21% -$105K 0.11% 68
2023
Q4 		$436K Buy
3,998
+1,008
+34% +$105K 0.13% 59
2023
Q3 		$308K Buy
2,990
+9
+0.3% +$970 0.1% 72
2023
Q2 		$344K Sell
2,981
-9
-0.3% -$1.02K 0.11% 67
2023
Q1 		$318K Buy
2,990
+1,286
+75% +$139K 0.11% 71
2022
Q4 		$189K Buy
+1,704
New +$174K 0.07% 82
2019
Q1 		– Sell
-28,116
Closed -$1.72M – 95
2018
Q4 		$1.72M Buy
28,116
+26,478
+1,616% +$1.87M 1.18% 30
2018
Q3 		$111K Sell
1,638
-314
-16% -$20K 0.07% 75
2018
Q2 		$112K Buy
1,952
+104
+6% +$5.87K 0.08% 72
2018
Q1 		$96K Sell
1,848
-8
-0.4% -$432 0.07% 73
2017
Q4 		$99K Sell
1,856
-429
-19% -$23.8K 0.08% 67
2017
Q3 		$139K Buy
2,285
+5
+0.2% +$303 0.12% 50
2017
Q2 		$139K Buy
2,280
+7
+0.3% +$426 0.12% 50
2017
Q1 		$137K Sell
2,273
-517
-19% -$31.4K 0.12% 49
2016
Q4 		$156K Sell
2,790
-8
-0.3% -$468 0.15% 43
2016
Q3 		$166K Hold
2,798
– – 0.16% 41
2016
Q2 		$153K Sell
2,798
-679
-20% -$36.1K 0.14% 44
2016
Q1 		$175K Buy
3,477
+502
+17% +$24.6K 0.17% 42
2015
Q4 		$172K Buy
+2,975
New +$150K 0.16% 37

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MinichMacGregor Wealth Management's MRK Position: Q2 2025 in Review

MinichMacGregor Wealth Management sold out of Merck (MRK) in Q2 2025, closing a stake of 2,799 shares — an estimated $251K sold.

MinichMacGregor Wealth Management first reported a position in MRK in Q4 2015 and held it in 23 quarters. The position peaked at $1.72M in Q4 2018. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • MinichMacGregor Wealth Management reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 2,799 Merck shares in Q2 2025, an estimated $251K.
  • MinichMacGregor Wealth Management first reported a position in Merck in Q4 2015 and held it in 23 quarters.
  • MinichMacGregor Wealth Management's Merck position peaked at $1.72M in Q4 2018.
  • 3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.