TritonPoint Wealth’s Merck MRK Stock Holding History

TritonPoint 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
2026 Q1	$7.24M	Sell	59,731 -3,751	-6%	-$433K	0.77%	32
2025 Q4	$6.74M	Sell	63,482 -22,727	-26%	-$2.13M	0.68%	35
2025 Q3	$7.3M	Sell	86,209 -7,306	-8%	-$602K	0.63%	37
2025 Q2	$7.48M	Sell	93,515 -6,028	-6%	-$479K	0.69%	33
2025 Q1	$9.02M	Sell	99,543 -10,058	-9%	-$939K	0.86%	29
2024 Q4	$11M	Sell	109,601 -890	-0.8%	-$91.8K	0.99%	22
2024 Q3	$12.6M	Buy	110,491 +3,472	+3%	+$412K	1.16%	19
2024 Q2	$13.3M	Buy	107,019 +64	+0.1%	+$8.24K	1.28%	16
2024 Q1	$11M	Buy	106,955 +1,934	+2%	+$238K	1.15%	20
2023 Q4	$11.5M	Buy	+105,021	New	+$10.9M	1.13%	19

Other funds holding MRK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return