Sienna Gestion’s Merck MRK Stock Holding History

Sienna Gestion’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	-4,583	Closed	-$456K	–	190
2024 Q4	$456K	Sell	4,583 -59,748	-93%	-$6.16M	0.03%	164
2024 Q3	$7.29M	Buy	64,331 +9,292	+17%	+$1.1M	0.49%	82
2024 Q2	$6.81M	Buy	55,039 +511	+0.9%	+$65.8K	0.61%	64
2024 Q1	$7.19M	Buy	+54,528	New	+$6.72M	0.62%	64

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

Sienna Gestion's MRK Position: Q1 2025 in Review

Sienna Gestion sold out of Merck (MRK) in Q1 2025, closing a stake of 4,583 shares — an estimated $456K sold.

Sienna Gestion first reported a position in MRK in Q1 2024 and held it in 4 quarters. The position peaked at $7.29M in Q3 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Sienna Gestion reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Sienna Gestion sold 4,583 Merck shares in Q1 2025, an estimated $456K.
Sienna Gestion first reported a position in Merck in Q1 2024 and held it in 4 quarters.
Sienna Gestion's Merck position peaked at $7.29M in Q3 2024.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Sienna Gestion's 13F filing for Q1 2025, filed 13 May 2025.