TKG Advisors’s Merck MRK Stock Holding History

TKG Advisors’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	-17,247	Closed	-$1.96M	–	104
2024 Q3	$1.96M	Buy	17,247 +598	+4%	+$71K	0.97%	37
2024 Q2	$2.06M	Buy	16,649 +8,514	+105%	+$1.1M	1.12%	31
2024 Q1	$1.07M	Buy	+8,135	New	+$1M	0.6%	48

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

TKG Advisors's MRK Position: Q4 2024 in Review

TKG Advisors sold out of Merck (MRK) in Q4 2024, closing a stake of 17,247 shares — an estimated $1.96M sold.

TKG Advisors first reported a position in MRK in Q1 2024 and held it in 3 quarters. The position peaked at $2.06M in Q2 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

TKG Advisors reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
TKG Advisors sold 17,247 Merck shares in Q4 2024, an estimated $1.96M.
TKG Advisors first reported a position in Merck in Q1 2024 and held it in 3 quarters.
TKG Advisors's Merck position peaked at $2.06M in Q2 2024.
3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on TKG Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.