Pacific Capital Wealth Advisors’s Merck MRK Stock Holding History

Pacific Capital Wealth 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 Q1	–	Sell	-373	Closed	-$37.1K	–	258
2024 Q4	$37.1K	Sell	373 -9	-2%	-$928	0.01%	172
2024 Q3	$43.4K	Buy	382 +9	+2%	+$1.07K	0.01%	168
2024 Q2	$46.2K	Buy	373 +358	+2,387%	+$46.1K	0.01%	156
2024 Q1	$1.98K	Buy	+15	New	+$1.85K	﹤0.01%	440

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 Wealth Advisors's MRK Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Merck (MRK) in Q1 2025, closing a stake of 373 shares — an estimated $37.1K sold.

Pacific Capital Wealth Advisors first reported a position in MRK in Q1 2024 and held it in 4 quarters. The position peaked at $46.2K in Q2 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 373 Merck shares in Q1 2025, an estimated $37.1K.
Pacific Capital Wealth Advisors first reported a position in Merck in Q1 2024 and held it in 4 quarters.
Pacific Capital Wealth Advisors's Merck position peaked at $46.2K in Q2 2024.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.