Pacific Capital Partners’s Merck MRK Stock Holding History

Pacific Capital Partners’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	-13,681	Closed	-$1.36M	–	57
2024 Q4	$1.36M	Hold	13,681	–	–	0.8%	33
2024 Q3	$1.55M	Buy	13,681 +1,069	+8%	+$127K	0.91%	32
2024 Q2	$1.56M	Buy	12,612 +1,342	+12%	+$173K	1.03%	31
2024 Q1	$1.49M	Buy	11,270 +2,239	+25%	+$276K	0.97%	32
2023 Q4	$985K	Buy	9,031 +778	+9%	+$80.8K	0.74%	38
2023 Q3	$850K	Buy	+8,253	New	+$890K	0.51%	42

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

Pacific Capital Partners's MRK Position: Q1 2025 in Review

Pacific Capital Partners sold out of Merck (MRK) in Q1 2025, closing a stake of 13,681 shares — an estimated $1.36M sold.

Pacific Capital Partners first reported a position in MRK in Q3 2023 and held it in 6 quarters. The position peaked at $1.56M in Q2 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Pacific Capital Partners reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Pacific Capital Partners sold 13,681 Merck shares in Q1 2025, an estimated $1.36M.
Pacific Capital Partners first reported a position in Merck in Q3 2023 and held it in 6 quarters.
Pacific Capital Partners's Merck position peaked at $1.56M in Q2 2024.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Pacific Capital Partners's 13F filing for Q1 2025, filed 8 May 2025.