NovaPoint Capital’s Merck MRK Stock Holding History

NovaPoint 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	–	Sell	-2,068	Closed	-$206K	–	142
2024 Q4	$206K	Sell	2,068 -251	-11%	-$25.9K	0.06%	126
2024 Q3	$263K	Sell	2,319 -13	-0.6%	-$1.54K	0.08%	116
2024 Q2	$289K	Buy	2,332 +9	+0.4%	+$1.16K	0.1%	113
2024 Q1	$306K	Sell	2,323 -57	-2%	-$7.03K	0.11%	110
2023 Q4	$259K	Buy	2,380 +40	+2%	+$4.15K	0.1%	112
2023 Q3	$241K	Buy	2,340 +143	+7%	+$15.4K	0.1%	118
2023 Q2	$254K	Buy	2,197 +100	+5%	+$11.4K	0.09%	115
2023 Q1	$223K	Buy	2,097 +3	+0.1%	+$324	0.09%	119
2022 Q4	$232K	Buy	+2,094	New	+$214K	0.1%	112
2022 Q3	–	Sell	-2,327	Closed	-$212K	–	126
2022 Q2	$212K	Buy	+2,327	New	+$206K	0.09%	119
2020 Q4	–	Sell	-2,620	Closed	-$207K	–	111
2020 Q3	$207K	Buy	+2,620	New	+$205K	0.13%	97

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

NovaPoint Capital's MRK Position: Q1 2025 in Review

NovaPoint Capital sold out of Merck (MRK) in Q1 2025, closing a stake of 2,068 shares — an estimated $206K sold.

NovaPoint Capital first reported a position in MRK in Q3 2020 and held it in 11 quarters. The position peaked at $306K in Q1 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

NovaPoint Capital reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
NovaPoint Capital sold 2,068 Merck shares in Q1 2025, an estimated $206K.
NovaPoint Capital first reported a position in Merck in Q3 2020 and held it in 11 quarters.
NovaPoint Capital's Merck position peaked at $306K in Q1 2024.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on NovaPoint Capital's 13F filing for Q1 2025, filed 28 Apr 2025.