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Napatree Capital’s Merck MRK Stock Holding History

Napatree Capital’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 		$427K Buy
4,755
+535
+13% +$50K 0.24% 114
2024
Q4 		$420K Buy
4,220
+485
+13% +$50K 0.25% 109
2024
Q3 		$424K Buy
3,735
+1,803
+93% +$214K 0.3% 95
2024
Q2 		$239K Buy
+1,932
New +$249K 0.19% 120

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

Napatree Capital's MRK Position: Q1 2025 in Review

Napatree Capital increased its Merck (MRK) stake by 13% in Q1 2025, buying an estimated $50K and bringing the position to 4,755 shares worth $427K. The position accounts for 0.24% of the portfolio, ranked #114.

Napatree Capital first reported a position in MRK in Q2 2024 and has held it in 4 quarters since. 3,448 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Napatree Capital held 4,755 shares of Merck worth $427K as of Q1 2025.
  • Napatree Capital bought 535 Merck shares in Q1 2025, an estimated $50K.
  • Merck made up 0.24% of Napatree Capital's portfolio in Q1 2025, its #114 holding.
  • Napatree Capital first reported a position in Merck in Q2 2024 and has held it in 4 quarters since.
  • 3,448 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.