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TrinityPoint Wealth’s Merck MRK Stock Holding History

TrinityPoint 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 		$4.05M Buy
40,710
+1,892
+5% +$195K 0.57% 41
2024
Q3 		$4.41M Sell
38,818
-34,127
-47% -$4.05M 0.63% 39
2024
Q2 		$9.03M Sell
72,945
-1,100
-1% -$142K 1.41% 12
2024
Q1 		$9.77M Buy
74,045
+422
+0.6% +$52K 1.62% 11
2023
Q4 		$8.03M Buy
73,623
+430
+0.6% +$44.6K 1.45% 14
2023
Q3 		$7.54M Buy
73,193
+2,148
+3% +$232K 1.5% 12
2023
Q2 		$8.2M Buy
71,045
+164
+0.2% +$18.6K 1.6% 10
2023
Q1 		$7.54M Sell
70,881
-993
-1% -$107K 1.62% 12
2022
Q4 		$7.97M Sell
71,874
-724
-1% -$74K 1.82% 10
2022
Q3 		$6.25M Buy
72,598
+16,716
+30% +$1.49M 1.43% 14
2022
Q2 		$5.09M Buy
55,882
+813
+1% +$72.1K 1.13% 20
2022
Q1 		$4.52M Sell
55,069
-509
-0.9% -$40.1K 0.82% 28
2021
Q4 		$4.26M Buy
55,578
+36,901
+198% +$2.94M 0.76% 33
2021
Q3 		$1.4M Buy
18,677
+2,054
+12% +$156K 0.27% 84
2021
Q2 		$1.29M Sell
16,623
-1,533
-8% -$114K 0.26% 88
2021
Q1 		$1.34M Buy
18,156
+288
+2% +$21.2K 0.31% 78
2020
Q4 		$1.37M Buy
17,868
+117
+0.7% +$8.95K 0.33% 77
2020
Q3 		$1.41M Buy
17,751
+108
+0.6% +$8.46K 0.39% 67
2020
Q2 		$1.3M Sell
17,643
-7
-0% -$527 0.41% 67
2020
Q1 		$1.3M Buy
17,650
+1,925
+12% +$151K 0.51% 49
2019
Q4 		$1.36M Buy
15,725
+215
+1% +$17.7K 0.46% 57
2019
Q3 		$1.24M Buy
15,510
+2,947
+23% +$236K 0.43% 62
2019
Q2 		$980K Buy
12,563
+261
+2% +$20K 0.47% 55
2019
Q1 		$976K Buy
12,302
+1,553
+14% +$116K 0.48% 59
2018
Q4 		$784K Buy
+10,749
New +$759K 0.48% 63

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrinityPoint Wealth's MRK Position: Q4 2024 in Review

TrinityPoint Wealth increased its Merck (MRK) stake by 4.9% in Q4 2024, buying an estimated $195K and bringing the position to 40,710 shares worth $4.05M. The position accounts for 0.57% of the portfolio, ranked #41.

TrinityPoint Wealth first reported a position in MRK in Q4 2018 and has held it in 25 quarters since. The position peaked at $9.77M in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • TrinityPoint Wealth held 40,710 shares of Merck worth $4.05M as of Q4 2024.
  • TrinityPoint Wealth bought 1,892 Merck shares in Q4 2024, an estimated $195K.
  • Merck made up 0.57% of TrinityPoint Wealth's portfolio in Q4 2024, its #41 holding.
  • TrinityPoint Wealth first reported a position in Merck in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's Merck position peaked at $9.77M in Q1 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.