RIA
MRK icon

Realta Investment Advisors’s Merck MRK Stock Holding History

Realta Investment Advisors’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
-5,933
Closed -$651K – 384
2024
Q3 		$651K Sell
5,933
-9,369
-61% -$1.11M 0.3% 81
2024
Q2 		$1.89M Buy
15,302
+940
+7% +$121K 0.37% 58
2024
Q1 		$1.9M Buy
14,362
+279
+2% +$34.4K 0.39% 56
2023
Q4 		$1.54M Sell
14,083
-167
-1% -$17.3K 0.35% 60
2023
Q3 		$1.64M Sell
14,250
-889
-6% -$95.8K 0.38% 53
2023
Q2 		$1.75M Sell
15,139
-215
-1% -$24.4K 0.38% 52
2023
Q1 		$1.63M Sell
15,354
-1,695
-10% -$183K 0.4% 58
2022
Q4 		$1.89M Buy
17,049
+148
+0.9% +$15.1K 0.46% 46
2022
Q3 		$1.46M Buy
16,901
+27
+0.2% +$2.41K 0.38% 55
2022
Q2 		$1.56M Buy
16,874
+99
+0.6% +$8.78K 0.38% 54
2022
Q1 		$1.38M Buy
16,775
+556
+3% +$43.8K 0.27% 82
2021
Q4 		$1.24M Buy
16,219
+1,360
+9% +$108K 0.27% 84
2021
Q3 		$1.12M Buy
14,859
+1,110
+8% +$84.4K 0.26% 87
2021
Q2 		$1.07M Sell
13,749
-330
-2% -$24.5K 0.25% 99
2021
Q1 		$1.04M Buy
14,079
+504
+4% +$37.2K 0.27% 96
2020
Q4 		$1.06M Buy
13,575
+114
+0.8% +$8.72K 0.3% 74
2020
Q3 		$1.06M Buy
13,461
+104
+0.8% +$8.15K 0.36% 60
2020
Q2 		$986K Buy
13,357
+2,570
+24% +$193K 0.32% 69
2020
Q1 		$792K Sell
10,787
-2,626
-20% -$206K 0.34% 70
2019
Q4 		$1.11M Buy
13,413
+682
+5% +$56K 0.3% 60
2019
Q3 		$1.02M Sell
12,731
-219
-2% -$17.6K 0.28% 73
2019
Q2 		$1.04M Buy
12,950
+5,532
+75% +$424K 0.29% 73
2019
Q1 		$589K Buy
+7,418
New +$555K 0.27% 118

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Realta Investment Advisors's MRK Position: Q4 2024 in Review

Realta Investment Advisors sold out of Merck (MRK) in Q4 2024, closing a stake of 5,933 shares — an estimated $651K sold.

Realta Investment Advisors first reported a position in MRK in Q1 2019 and held it in 23 quarters. The position peaked at $1.9M in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Realta Investment Advisors reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 5,933 Merck shares in Q4 2024, an estimated $651K.
  • Realta Investment Advisors first reported a position in Merck in Q1 2019 and held it in 23 quarters.
  • Realta Investment Advisors's Merck position peaked at $1.9M in Q1 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.