SMART Wealth’s Merck MRK Stock Holding History

SMART Wealth’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	-1,780	Closed	-$202K	–	163
2024 Q3	$202K	Buy	+1,780	New	+$211K	0.08%	138

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

SMART Wealth's MRK Position: Q4 2024 in Review

SMART Wealth sold out of Merck (MRK) in Q4 2024, closing a stake of 1,780 shares — an estimated $202K sold.

SMART Wealth first reported a position in MRK in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

SMART Wealth reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
SMART Wealth sold 1,780 Merck shares in Q4 2024, an estimated $202K.
SMART Wealth first reported a position in Merck in Q3 2024 and held it in 1 quarter.
SMART Wealth's Merck position peaked at $202K in Q3 2024.
3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on SMART Wealth's 13F filing for Q4 2024, filed 28 Jan 2025.