Perfromance Wealth Partners’s Merck MRK Stock Holding History

Perfromance Wealth 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 Q2	–	Sell	-5,450	Closed	-$489K	–	196
2025 Q1	$489K	Buy	+5,450	New	+$509K	0.02%	93
2024 Q3	–	Sell	-49,646	Closed	-$6.15M	–	200
2024 Q2	$6.15M	Buy	49,646 +1,822	+4%	+$235K	0.23%	21
2024 Q1	$6.31M	Buy	47,824 +2,414	+5%	+$298K	0.26%	29
2023 Q4	$4.95M	Sell	45,410 -2,281	-5%	-$237K	0.22%	35
2023 Q3	$4.91M	Buy	47,691 +5,030	+12%	+$542K	0.24%	37
2023 Q2	$4.85M	Buy	42,661 +5,660	+15%	+$643K	0.22%	35
2023 Q1	$3.94M	Buy	37,001 +10,134	+38%	+$1.09M	0.2%	39
2022 Q4	$2.98M	Buy	26,867 +10,177	+61%	+$1.04M	0.18%	41
2022 Q3	$1.44M	Buy	16,690 +2,800	+20%	+$250K	0.08%	57
2022 Q2	$1.27M	Buy	13,890 +1,749	+14%	+$155K	0.07%	60
2022 Q1	$996K	Hold	12,141	–	–	0.04%	77
2021 Q4	$930K	Buy	+12,141	New	+$967K	0.04%	86

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Perfromance Wealth Partners's MRK Position: Q2 2025 in Review

Perfromance Wealth Partners sold out of Merck (MRK) in Q2 2025, closing a stake of 5,450 shares — an estimated $489K sold.

Perfromance Wealth Partners first reported a position in MRK in Q4 2021 and held it in 12 quarters. The position peaked at $6.31M in Q1 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Perfromance Wealth Partners reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
Perfromance Wealth Partners sold 5,450 Merck shares in Q2 2025, an estimated $489K.
Perfromance Wealth Partners first reported a position in Merck in Q4 2021 and held it in 12 quarters.
Perfromance Wealth Partners's Merck position peaked at $6.31M in Q1 2024.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Perfromance Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.