NDVR Inc’s Merck MRK Stock Holding History

NDVR Inc’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	–	Sell	-2,550	Closed	-$254K	–	111
2024 Q4	$254K	Buy	2,550 +158	+7%	+$16.3K	0.24%	75
2024 Q3	$272K	Sell	2,392 -20	-0.8%	-$2.38K	0.28%	52
2024 Q2	$299K	Sell	2,412 -150	-6%	-$19.3K	0.31%	34
2024 Q1	$338K	Sell	2,562 -49	-2%	-$6.04K	0.32%	30
2023 Q4	$285K	Buy	+2,611	New	+$271K	0.34%	24

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NDVR Inc's MRK Position: Q1 2025 in Review

NDVR Inc sold out of Merck (MRK) in Q1 2025, closing a stake of 2,550 shares — an estimated $254K sold.

NDVR Inc first reported a position in MRK in Q4 2023 and held it in 5 quarters. The position peaked at $338K in Q1 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

NDVR Inc reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
NDVR Inc sold 2,550 Merck shares in Q1 2025, an estimated $254K.
NDVR Inc first reported a position in Merck in Q4 2023 and held it in 5 quarters.
NDVR Inc's Merck position peaked at $338K in Q1 2024.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on NDVR Inc's 13F filing for Q1 2025, filed 15 May 2025.