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Prosperity Financial Group’s Merck MRK Stock Holding History

Prosperity Financial Group’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
2024
Q4 		– Sell
-3,466
Closed -$394K – 186
2024
Q3 		$394K Buy
3,466
+95
+3% +$11.3K 0.22% 98
2024
Q2 		$417K Sell
3,371
-39
-1% -$5.02K 0.26% 86
2024
Q1 		$450K Buy
3,410
+168
+5% +$20.7K 0.28% 87
2023
Q4 		$353K Sell
3,242
-153
-5% -$15.9K 0.25% 86
2023
Q3 		$350K Buy
3,395
+30
+0.9% +$3.23K 0.29% 77
2023
Q2 		$388K Buy
3,365
+95
+3% +$10.8K 0.34% 69
2023
Q1 		$348K Sell
3,270
-68
-2% -$7.34K 0.35% 65
2022
Q4 		$370K Buy
+3,338
New +$341K 0.4% 51

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prosperity Financial Group's MRK Position: Q4 2024 in Review

Prosperity Financial Group sold out of Merck (MRK) in Q4 2024, closing a stake of 3,466 shares — an estimated $394K sold.

Prosperity Financial Group first reported a position in MRK in Q4 2022 and held it in 8 quarters. The position peaked at $450K in Q1 2024. 3,613 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Prosperity Financial Group reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • Prosperity Financial Group sold 3,466 Merck shares in Q4 2024, an estimated $394K.
  • Prosperity Financial Group first reported a position in Merck in Q4 2022 and held it in 8 quarters.
  • Prosperity Financial Group's Merck position peaked at $450K in Q1 2024.
  • 3,613 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Prosperity Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.