MorganRosel Wealth Management’s Merck MRK Stock Holding History

MorganRosel 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	-400	Closed	-$35.9K	–	372
2025 Q1	$35.9K	Buy	+400	New	+$37.3K	0.01%	185

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

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

MorganRosel Wealth Management sold out of Merck (MRK) in Q2 2025, closing a stake of 400 shares — an estimated $35.9K sold.

MorganRosel Wealth Management first reported a position in MRK in Q1 2025 and held it in 1 quarter. The position peaked at $35.9K in Q1 2025. 3,328 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

MorganRosel Wealth Management reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
MorganRosel Wealth Management sold 400 Merck shares in Q2 2025, an estimated $35.9K.
MorganRosel Wealth Management first reported a position in Merck in Q1 2025 and held it in 1 quarter.
MorganRosel Wealth Management's Merck position peaked at $35.9K in Q1 2025.
3,328 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on MorganRosel Wealth Management's 13F filing for Q2 2025, filed 1 Aug 2025.