Moser Wealth Advisors’s Merck MRK Stock Holding History

Moser Wealth Advisors’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	$248K	Sell	3,135 -629	-17%	-$50K	0.12%	78
2025 Q1	$338K	Buy	3,764 +9	+0.2%	+$840	0.18%	73
2024 Q4	$374K	Sell	3,755 -750	-17%	-$77.3K	0.19%	64
2024 Q3	$512K	Hold	4,505	–	–	0.27%	60
2024 Q2	$558K	Hold	4,505	–	–	0.3%	56
2024 Q1	$594K	Sell	4,505 -260	-5%	-$32K	0.33%	54
2023 Q4	$519K	Hold	4,765	–	–	0.33%	54
2023 Q3	$491K	Hold	4,765	–	–	0.34%	52
2023 Q2	$550K	Buy	+4,765	New	+$541K	0.37%	51
2022 Q4	$590K	Hold	5,315	–	–	0.44%	49
2022 Q3	$458K	Hold	5,315	–	–	0.36%	52
2022 Q2	$485K	Hold	5,315	–	–	0.36%	52
2022 Q1	$436K	Hold	5,315	–	–	0.27%	58
2021 Q4	$407K	Hold	5,315	–	–	0.25%	58
2021 Q3	$399K	Sell	5,315 -800	-13%	-$60.8K	0.26%	60
2021 Q2	$476K	Sell	6,115 -294	-5%	-$21.9K	0.31%	57
2021 Q1	$471K	Buy	6,409 +210	+3%	+$15.5K	0.33%	53
2020 Q4	$484K	Hold	6,199	–	–	0.36%	50
2020 Q3	$491K	Buy	6,199 +2,521	+69%	+$197K	0.39%	43
2020 Q2	$271K	Buy	3,678 +2,997	+440%	+$226K	0.26%	47
2020 Q1	$50K	Hold	681	–	–	0.06%	73
2019 Q4	$59K	Buy	+681	New	+$55.9K	0.06%	81

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

Moser Wealth Advisors's MRK Position: Q2 2025 in Review

Moser Wealth Advisors reduced its Merck (MRK) stake by 17% in Q2 2025, selling an estimated $50K and leaving 3,135 shares worth $248K. The position accounts for 0.12% of the portfolio, ranked #78.

Moser Wealth Advisors first reported a position in MRK in Q4 2019 and has held it in 22 quarters since. The position peaked at $594K in Q1 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Moser Wealth Advisors held 3,135 shares of Merck worth $248K as of Q2 2025.
Moser Wealth Advisors sold 629 Merck shares in Q2 2025, an estimated $50K.
Merck made up 0.12% of Moser Wealth Advisors's portfolio in Q2 2025, its #78 holding.
Moser Wealth Advisors first reported a position in Merck in Q4 2019 and has held it in 22 quarters since.
Moser Wealth Advisors's Merck position peaked at $594K in Q1 2024.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.