Stiles Financial Services’s Merck MRK Stock Holding History

Stiles Financial Services’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	-13,232	Closed	-$1.32M	–	180
2024 Q4	$1.32M	Sell	13,232 -1,882	-12%	-$194K	0.48%	66
2024 Q3	$1.72M	Buy	15,114 +559	+4%	+$66.4K	0.6%	55
2024 Q2	$1.8M	Buy	14,555 +116	+0.8%	+$14.9K	0.69%	48
2024 Q1	$1.91M	Sell	14,439 -191	-1%	-$23.5K	0.76%	44
2023 Q4	$1.59M	Buy	14,630 +52	+0.4%	+$5.4K	0.72%	47
2023 Q3	$1.5M	Buy	14,578 +817	+6%	+$88.1K	0.78%	40
2023 Q2	$1.59M	Buy	13,761 +1,282	+10%	+$146K	0.79%	39
2023 Q1	$1.33M	Buy	12,479 +1,941	+18%	+$210K	0.71%	44
2022 Q4	$1.17M	Buy	10,538 +837	+9%	+$85.6K	0.67%	47
2022 Q3	$835K	Buy	9,701 +1,265	+15%	+$113K	0.51%	58
2022 Q2	$769K	Buy	8,436 +110	+1%	+$9.75K	0.46%	65
2022 Q1	$683K	Buy	8,326 +929	+13%	+$73.2K	0.34%	84
2021 Q4	$567K	Buy	+7,397	New	+$589K	0.27%	97

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Stiles Financial Services's MRK Position: Q1 2025 in Review

Stiles Financial Services sold out of Merck (MRK) in Q1 2025, closing a stake of 13,232 shares — an estimated $1.32M sold.

Stiles Financial Services first reported a position in MRK in Q4 2021 and held it in 13 quarters. The position peaked at $1.91M in Q1 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Stiles Financial Services reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Stiles Financial Services sold 13,232 Merck shares in Q1 2025, an estimated $1.32M.
Stiles Financial Services first reported a position in Merck in Q4 2021 and held it in 13 quarters.
Stiles Financial Services's Merck position peaked at $1.91M in Q1 2024.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Stiles Financial Services's 13F filing for Q1 2025, filed 22 Apr 2025.