RF&L Wealth Management’s Merck MRK Stock Holding History

RF&L 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	-2,270	Closed	-$226K	–	59
2024 Q4	$226K	Sell	2,270 -630	-22%	-$65K	0.16%	56
2024 Q3	$329K	Buy	+2,900	New	+$345K	0.23%	49

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RF&L Wealth Management's MRK Position: Q1 2025 in Review

RF&L Wealth Management sold out of Merck (MRK) in Q1 2025, closing a stake of 2,270 shares — an estimated $226K sold.

RF&L Wealth Management first reported a position in MRK in Q3 2024 and held it in 2 quarters. The position peaked at $329K in Q3 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

RF&L Wealth Management reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
RF&L Wealth Management sold 2,270 Merck shares in Q1 2025, an estimated $226K.
RF&L Wealth Management first reported a position in Merck in Q3 2024 and held it in 2 quarters.
RF&L Wealth Management's Merck position peaked at $329K in Q3 2024.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on RF&L Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.