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PFG Private Wealth Management’s Merck MRK Stock Holding History

PFG Private Wealth Management’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
-1,466
Closed -$146K – 290
2024
Q4 		$146K Buy
1,466
+211
+17% +$21.8K 0.08% 64
2024
Q3 		$143K Buy
1,255
+188
+18% +$22.3K 0.08% 72
2024
Q2 		$132K Buy
1,067
+967
+967% +$125K 0.08% 70
2024
Q1 		$13.2K Hold
100
– – 0.01% 127
2023
Q4 		$10.9K Sell
100
-1,059
-91% -$110K 0.01% 128
2023
Q3 		$119K Buy
+1,159
New +$125K 0.09% 58

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFG Private Wealth Management's MRK Position: Q1 2025 in Review

PFG Private Wealth Management sold out of Merck (MRK) in Q1 2025, closing a stake of 1,466 shares — an estimated $146K sold.

PFG Private Wealth Management first reported a position in MRK in Q3 2023 and held it in 6 quarters. The position peaked at $146K in Q4 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • PFG Private Wealth Management reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 1,466 Merck shares in Q1 2025, an estimated $146K.
  • PFG Private Wealth Management first reported a position in Merck in Q3 2023 and held it in 6 quarters.
  • PFG Private Wealth Management's Merck position peaked at $146K in Q4 2024.
  • 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on PFG Private Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.