Royal Capital Wealth Management’s Merck MRK Stock Holding History

Royal Capital 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
2024 Q4	–	Sell	-1,762	Closed	-$200K	–	94
2024 Q3	$200K	Buy	1,762 +4	+0.2%	+$475	0.14%	89
2024 Q2	$218K	Buy	1,758 +3	+0.2%	+$386	0.16%	81
2024 Q1	$232K	Buy	+1,755	New	+$216K	0.18%	84
2023 Q3	–	Sell	-1,744	Closed	-$201K	–	98
2023 Q2	$201K	Buy	+1,744	New	+$198K	0.19%	92

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Capital Wealth Management's MRK Position: Q4 2024 in Review

Royal Capital Wealth Management sold out of Merck (MRK) in Q4 2024, closing a stake of 1,762 shares — an estimated $200K sold.

Royal Capital Wealth Management first reported a position in MRK in Q2 2023 and held it in 4 quarters. The position peaked at $232K in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

Royal Capital Wealth Management reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
Royal Capital Wealth Management sold 1,762 Merck shares in Q4 2024, an estimated $200K.
Royal Capital Wealth Management first reported a position in Merck in Q2 2023 and held it in 4 quarters.
Royal Capital Wealth Management's Merck position peaked at $232K in Q1 2024.
3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Royal Capital Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.