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Peterson Wealth Services’s Merck MRK Stock Holding History

Peterson Wealth Services’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
-25,384
Closed -$2.28M – 225
2025
Q1 		$2.28M Buy
25,384
+3,905
+18% +$365K 0.71% 43
2024
Q4 		$2.14M Buy
21,479
+113
+0.5% +$11.7K 0.64% 41
2024
Q3 		$2.43M Buy
21,366
+1,706
+9% +$203K 0.78% 39
2024
Q2 		$2.43M Buy
19,660
+539
+3% +$69.4K 0.85% 35
2024
Q1 		$2.52M Buy
19,121
+706
+4% +$87K 0.92% 40
2023
Q4 		$2.01M Buy
18,415
+7,232
+65% +$751K 0.86% 38
2023
Q3 		$1.15M Buy
11,183
+508
+5% +$54.8K 0.86% 39
2023
Q2 		$1.23M Sell
10,675
-694
-6% -$78.8K 0.59% 46
2023
Q1 		$1.21M Buy
11,369
+662
+6% +$71.5K 0.62% 51
2022
Q4 		$1.19M Buy
10,707
+960
+10% +$98.1K 0.68% 41
2022
Q3 		$839K Buy
9,747
+2,575
+36% +$230K 0.59% 43
2022
Q2 		$654K Buy
7,172
+1,036
+17% +$91.8K 0.47% 43
2022
Q1 		$503K Buy
6,136
+1,501
+32% +$118K 0.31% 55
2021
Q4 		$355K Buy
+4,635
New +$369K 0.24% 62

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

Peterson Wealth Services's MRK Position: Q2 2025 in Review

Peterson Wealth Services sold out of Merck (MRK) in Q2 2025, closing a stake of 25,384 shares — an estimated $2.28M sold.

Peterson Wealth Services first reported a position in MRK in Q4 2021 and held it in 14 quarters. The position peaked at $2.52M in Q1 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Peterson Wealth Services reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
  • Peterson Wealth Services sold 25,384 Merck shares in Q2 2025, an estimated $2.28M.
  • Peterson Wealth Services first reported a position in Merck in Q4 2021 and held it in 14 quarters.
  • Peterson Wealth Services's Merck position peaked at $2.52M in Q1 2024.
  • 3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Peterson Wealth Services's 13F filing for Q2 2025, filed 31 Jul 2025.