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Significant Wealth Partners’s Merck MRK Stock Holding History

Significant Wealth Partners’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
-3,971
Closed -$451K – 108
2024
Q3 		$451K Buy
3,971
+463
+13% +$55K 0.23% 29
2024
Q2 		$434K Buy
3,508
+659
+23% +$84.9K 0.24% 24
2024
Q1 		$376K Sell
2,849
-14,372
-83% -$1.77M 0.25% 99
2023
Q4 		$1.88M Buy
+17,221
New +$1.79M 1.37% 19

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Significant Wealth Partners's MRK Position: Q4 2024 in Review

Significant Wealth Partners sold out of Merck (MRK) in Q4 2024, closing a stake of 3,971 shares — an estimated $451K sold.

Significant Wealth Partners first reported a position in MRK in Q4 2023 and held it in 4 quarters. The position peaked at $1.88M in Q4 2023. 3,613 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Significant Wealth Partners reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 3,971 Merck shares in Q4 2024, an estimated $451K.
  • Significant Wealth Partners first reported a position in Merck in Q4 2023 and held it in 4 quarters.
  • Significant Wealth Partners's Merck position peaked at $1.88M in Q4 2023.
  • 3,613 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Significant Wealth Partners's 13F filing for Q4 2024, filed 11 Feb 2025.