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Signature Wealth Management Group’s Merck MRK Stock Holding History

Signature Wealth Management Group’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
-2,706
Closed -$243K – 120
2025
Q1 		$243K Sell
2,706
-1,760
-39% -$164K 0.09% 107
2024
Q4 		$444K Sell
4,466
-64
-1% -$6.6K 0.18% 87
2024
Q3 		$514K Sell
4,530
-304
-6% -$36.1K 0.21% 82
2024
Q2 		$598K Sell
4,834
-28,482
-85% -$3.67M 0.26% 80
2024
Q1 		$4.19M Sell
33,316
-1,512
-4% -$186K 1.91% 13
2023
Q4 		$3.8M Buy
+34,828
New +$3.62M 1.76% 19
2023
Q2 		$4.14M Sell
35,907
-1,032
-3% -$117K 1.93% 11
2023
Q1 		$3.93M Sell
36,939
-709
-2% -$76.5K 1.86% 18
2022
Q4 		$4.18M Sell
37,648
-7,209
-16% -$737K 2.04% 14
2022
Q3 		$3.86M Sell
44,857
-2,441
-5% -$218K 1.96% 12
2022
Q2 		$4.31M Sell
47,298
-2,705
-5% -$240K 2.1% 7
2022
Q1 		$4.1M Buy
50,003
+5,355
+12% +$422K 1.85% 14
2021
Q4 		$3.42M Buy
44,648
+172
+0.4% +$13.7K 1.73% 26
2021
Q3 		$3.34M Buy
44,476
+2,308
+5% +$176K 1.86% 23
2021
Q2 		$3.28M Buy
42,168
+457
+1% +$34K 1.83% 25
2021
Q1 		$3.07M Buy
41,711
+8,314
+25% +$613K 1.8% 33
2020
Q4 		$2.61M Buy
33,397
+1,702
+5% +$130K 1.64% 35
2020
Q3 		$2.51M Buy
31,695
+4,734
+18% +$371K 1.81% 31
2020
Q2 		$1.99M Buy
26,961
+19,316
+253% +$1.45M 1.52% 35
2020
Q1 		$561K Buy
+7,645
New +$601K 0.49% 57
2018
Q4 		– Sell
-2,508
Closed -$171K – 212
2018
Q3 		$171K Sell
2,508
-66
-3% -$4.21K 0.13% 72
2018
Q2 		$149K Sell
2,574
-26
-1% -$1.47K 0.11% 71
2018
Q1 		$135K Sell
2,600
-71
-3% -$3.83K 0.1% 73
2017
Q4 		$143K Buy
+2,671
New +$148K 0.1% 71

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Signature Wealth Management Group's MRK Position: Q2 2025 in Review

Signature Wealth Management Group sold out of Merck (MRK) in Q2 2025, closing a stake of 2,706 shares — an estimated $243K sold.

Signature Wealth Management Group first reported a position in MRK in Q4 2017 and held it in 24 quarters. The position peaked at $4.31M in Q2 2022. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Signature Wealth Management Group reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
  • Signature Wealth Management Group sold 2,706 Merck shares in Q2 2025, an estimated $243K.
  • Signature Wealth Management Group first reported a position in Merck in Q4 2017 and held it in 24 quarters.
  • Signature Wealth Management Group's Merck position peaked at $4.31M in Q2 2022.
  • 3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Signature Wealth Management Group's 13F filing for Q2 2025, filed 1 Aug 2025.