MPW
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Monterey Private Wealth’s Merck MRK Stock Holding History

Monterey Private Wealth’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 		$699K Sell
7,785
-238
-3% -$22.2K 0.21% 48
2024
Q4 		$798K Buy
8,023
+1,002
+14% +$103K 0.26% 46
2024
Q3 		$797K Sell
7,021
-6
-0.1% -$713 0.27% 45
2024
Q2 		$870K Buy
7,027
+401
+6% +$51.7K 0.33% 42
2024
Q1 		$874K Buy
6,626
+99
+2% +$12.2K 0.35% 37
2023
Q4 		$712K Sell
6,527
-44
-0.7% -$4.57K 0.32% 41
2023
Q3 		$677K Buy
6,571
+22
+0.3% +$2.37K 0.34% 41
2023
Q2 		$756K Buy
6,549
+22
+0.3% +$2.5K 0.37% 40
2023
Q1 		$694K Buy
6,527
+440
+7% +$47.5K 0.36% 42
2022
Q4 		$675K Sell
6,087
-112
-2% -$11.4K 0.36% 43
2022
Q3 		$537K Buy
6,199
+244
+4% +$21.8K 0.32% 44
2022
Q2 		$543K Buy
5,955
+256
+4% +$22.7K 0.31% 47
2022
Q1 		$470K Sell
5,699
-1,236
-18% -$97.4K 0.23% 61
2021
Q4 		$532K Buy
6,935
+24
+0.3% +$1.91K 0.26% 58
2021
Q3 		$564K Buy
6,911
+94
+1% +$7.15K 0.32% 50
2021
Q2 		$530K Sell
6,817
-1,181
-15% -$87.8K 0.3% 49
2021
Q1 		$592K Buy
7,998
+49
+0.6% +$3.61K 0.33% 41
2020
Q4 		$620K Buy
7,949
+22
+0.3% +$1.68K 0.36% 37
2020
Q3 		$627K Buy
7,927
+233
+3% +$18.3K 0.4% 35
2020
Q2 		$568K Buy
7,694
+34
+0.4% +$2.56K 0.41% 34
2020
Q1 		$562K Sell
7,660
-381
-5% -$29.9K 0.48% 28
2019
Q4 		$698K Buy
+8,041
New +$660K 0.56% 25

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Monterey Private Wealth's MRK Position: Q1 2025 in Review

Monterey Private Wealth reduced its Merck (MRK) stake by 3% in Q1 2025, selling an estimated $22.2K and leaving 7,785 shares worth $699K. The position accounts for 0.21% of the portfolio, ranked #48.

Monterey Private Wealth first reported a position in MRK in Q4 2019 and has held it in 22 quarters since. The position peaked at $874K in Q1 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Monterey Private Wealth held 7,785 shares of Merck worth $699K as of Q1 2025.
  • Monterey Private Wealth sold 238 Merck shares in Q1 2025, an estimated $22.2K.
  • Merck made up 0.21% of Monterey Private Wealth's portfolio in Q1 2025, its #48 holding.
  • Monterey Private Wealth first reported a position in Merck in Q4 2019 and has held it in 22 quarters since.
  • Monterey Private Wealth's Merck position peaked at $874K in Q1 2024.
  • 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.