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Northwest Financial Advisors’s Merck MRK Stock Holding History

Northwest Financial 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 		– Sell
-3,574
Closed -$321K – 111
2025
Q1 		$321K Buy
3,574
+17
+0.5% +$1.59K 0.27% 82
2024
Q4 		$354K Buy
3,557
+13
+0.4% +$1.34K 0.29% 73
2024
Q3 		$402K Hold
3,544
– – 0.32% 63
2024
Q2 		$439K Sell
3,544
-35
-1% -$4.51K 0.45% 54
2024
Q1 		$472K Sell
3,579
-62
-2% -$7.64K 0.52% 48
2023
Q4 		$397K Buy
+3,641
New +$378K 0.34% 51

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwest Financial Advisors's MRK Position: Q2 2025 in Review

Northwest Financial Advisors sold out of Merck (MRK) in Q2 2025, closing a stake of 3,574 shares — an estimated $321K sold.

Northwest Financial Advisors first reported a position in MRK in Q4 2023 and held it in 6 quarters. The position peaked at $472K in Q1 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Northwest Financial Advisors reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 3,574 Merck shares in Q2 2025, an estimated $321K.
  • Northwest Financial Advisors first reported a position in Merck in Q4 2023 and held it in 6 quarters.
  • Northwest Financial Advisors's Merck position peaked at $472K in Q1 2024.
  • 3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Northwest Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.