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Spectrum Wealth Counsel’s Merck MRK Stock Holding History

Spectrum Wealth Counsel’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 		$1.53K Hold
17
– – ﹤0.01% 300
2024
Q4 		$1.69K Sell
17
-550
-97% -$56.7K ﹤0.01% 299
2024
Q3 		$64.4K Sell
567
-1,975
-78% -$235K 0.01% 162
2024
Q2 		$315K Sell
2,542
-113
-4% -$14.6K 0.04% 106
2024
Q1 		$350K Sell
2,655
-136
-5% -$16.8K 0.04% 116
2023
Q4 		$304K Buy
+2,791
New +$290K 0.04% 116

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

Spectrum Wealth Counsel's MRK Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Merck (MRK) position steady in Q1 2025 at 17 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Spectrum Wealth Counsel first reported a position in MRK in Q4 2023 and has held it in 6 quarters since. The position peaked at $350K in Q1 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Spectrum Wealth Counsel held 17 shares of Merck worth $1.53K as of Q1 2025.
  • Spectrum Wealth Counsel left its Merck share count unchanged in Q1 2025.
  • Merck made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #300 holding.
  • Spectrum Wealth Counsel first reported a position in Merck in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Merck position peaked at $350K in Q1 2024.
  • 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.