Running Point Capital Advisors’s Merck MRK Stock Holding History

Running Point Capital 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
2025 Q2	–	Sell	-2,405	Closed	-$216K	–	188
2025 Q1	$216K	Buy	+2,405	New	+$225K	0.07%	111

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Running Point Capital Advisors's MRK Position: Q2 2025 in Review

Running Point Capital Advisors sold out of Merck (MRK) in Q2 2025, closing a stake of 2,405 shares — an estimated $216K sold.

Running Point Capital Advisors first reported a position in MRK in Q1 2025 and held it in 1 quarter. The position peaked at $216K in Q1 2025. 3,328 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Running Point Capital Advisors reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
Running Point Capital Advisors sold 2,405 Merck shares in Q2 2025, an estimated $216K.
Running Point Capital Advisors first reported a position in Merck in Q1 2025 and held it in 1 quarter.
Running Point Capital Advisors's Merck position peaked at $216K in Q1 2025.
3,328 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Running Point Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.