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Sonoma Private Wealth’s Merck MRK Stock Holding History

Sonoma Private 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
2025
Q1 		– Sell
-2,172
Closed -$216K – 79
2024
Q4 		$216K Sell
2,172
-6,094
-74% -$628K 0.35% 75
2024
Q3 		$939K Buy
8,266
+128
+2% +$15.2K 1.46% 16
2024
Q2 		$1.01M Sell
8,138
-381
-4% -$49.1K 1.64% 14
2024
Q1 		$1.12M Sell
8,519
-302
-3% -$37.2K 1.81% 11
2023
Q4 		$962K Sell
8,821
-552
-6% -$57.3K 1.59% 15
2023
Q3 		$965K Sell
9,373
-188
-2% -$20.3K 1.76% 13
2023
Q2 		$1.1M Buy
9,561
+588
+7% +$66.8K 1.93% 12
2023
Q1 		$955K Sell
8,973
-201
-2% -$21.7K 1.9% 15
2022
Q4 		$1.02M Buy
+9,174
New +$938K 2.25% 12

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sonoma Private Wealth's MRK Position: Q1 2025 in Review

Sonoma Private Wealth sold out of Merck (MRK) in Q1 2025, closing a stake of 2,172 shares — an estimated $216K sold.

Sonoma Private Wealth first reported a position in MRK in Q4 2022 and held it in 9 quarters. The position peaked at $1.12M in Q1 2024. 3,448 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Sonoma Private Wealth reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
  • Sonoma Private Wealth sold 2,172 Merck shares in Q1 2025, an estimated $216K.
  • Sonoma Private Wealth first reported a position in Merck in Q4 2022 and held it in 9 quarters.
  • Sonoma Private Wealth's Merck position peaked at $1.12M in Q1 2024.
  • 3,448 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Sonoma Private Wealth's 13F filing for Q1 2025, filed 15 May 2025.