RWM
MRK icon

RBA Wealth Management’s Merck MRK Stock Holding History

RBA 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
-44,453
Closed -$4.42M – 97
2024
Q4 		$4.42M Buy
44,453
+1,356
+3% +$140K 1.68% 30
2024
Q3 		$4.89M Buy
43,097
+1,045
+2% +$124K 1.89% 23
2024
Q2 		$5.21M Buy
42,052
+473
+1% +$60.9K 2.09% 17
2024
Q1 		$5.49M Buy
41,579
+479
+1% +$59K 2.22% 17
2023
Q4 		$4.48M Buy
41,100
+349
+0.9% +$36.2K 1.96% 21
2023
Q3 		$4.2M Buy
40,751
+753
+2% +$81.2K 2.02% 21
2023
Q2 		$4.62M Buy
39,998
+340
+0.9% +$38.6K 2.15% 19
2023
Q1 		$4.22M Buy
39,658
+1,532
+4% +$165K 2.1% 19
2022
Q4 		$4.23M Buy
38,126
+35,114
+1,166% +$3.59M 2.22% 15
2022
Q3 		$259K Sell
3,012
-38
-1% -$3.39K 0.15% 79
2022
Q2 		$278K Sell
3,050
-103
-3% -$9.13K 0.15% 78
2022
Q1 		$259K Sell
3,153
-1
-0% -$79 0.12% 90
2021
Q4 		$242K Buy
+3,154
New +$251K 0.11% 96
2021
Q2 		– Sell
-3,914
Closed -$288K – 199
2021
Q1 		$288K Sell
3,914
-103
-3% -$7.6K 0.24% 54
2020
Q4 		$314K Sell
4,017
-437
-10% -$33.4K 0.19% 84
2020
Q3 		$353K Sell
4,454
-31
-0.7% -$2.43K 0.24% 81
2020
Q2 		$331K Buy
4,485
+1
+0% +$75 0.24% 83
2020
Q1 		$329K Sell
4,484
-71
-2% -$5.58K 0.28% 81
2019
Q4 		$394K Buy
4,555
+6
+0.1% +$493 0.27% 75
2019
Q3 		$365K Buy
4,549
+42
+0.9% +$3.37K 0.28% 67
2019
Q2 		$361K Hold
4,507
– – 0.28% 64
2019
Q1 		$348K Buy
+4,507
New +$337K 0.27% 64

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

RBA Wealth Management's MRK Position: Q1 2025 in Review

RBA Wealth Management sold out of Merck (MRK) in Q1 2025, closing a stake of 44,453 shares — an estimated $4.42M sold.

RBA Wealth Management first reported a position in MRK in Q1 2019 and held it in 22 quarters. The position peaked at $5.49M in Q1 2024. 3,448 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • RBA Wealth Management reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
  • RBA Wealth Management sold 44,453 Merck shares in Q1 2025, an estimated $4.42M.
  • RBA Wealth Management first reported a position in Merck in Q1 2019 and held it in 22 quarters.
  • RBA Wealth Management's Merck position peaked at $5.49M in Q1 2024.
  • 3,448 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on RBA Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.