Trivant Custom Portfolio Group’s Merck MRK Stock Holding History

Trivant Custom Portfolio Group’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 Q2	–	Sell	-19,639	Closed	-$1.76M	–	163
2025 Q1	$1.76M	Sell	19,639 -9,734	-33%	-$909K	1.01%	29
2024 Q4	$2.92M	Sell	29,373 -1,528	-5%	-$158K	1.71%	23
2024 Q3	$3.51M	Sell	30,901 -2,056	-6%	-$244K	2.02%	19
2024 Q2	$4.08M	Sell	32,957 -249	-0.7%	-$32.1K	2.51%	10
2024 Q1	$4.38M	Sell	33,206 -942	-3%	-$116K	2.79%	8
2023 Q4	$3.72M	Sell	34,148 -91	-0.3%	-$9.45K	2.48%	10
2023 Q3	$3.52M	Buy	34,239 +343	+1%	+$37K	2.59%	9
2023 Q2	$3.91M	Buy	33,896 +281	+0.8%	+$31.9K	2.76%	7
2023 Q1	$3.58M	Buy	+33,615	New	+$3.63M	2.56%	9

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Trivant Custom Portfolio Group's MRK Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of Merck (MRK) in Q2 2025, closing a stake of 19,639 shares — an estimated $1.76M sold.

Trivant Custom Portfolio Group first reported a position in MRK in Q1 2023 and held it in 9 quarters. The position peaked at $4.38M in Q1 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Trivant Custom Portfolio Group reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
Trivant Custom Portfolio Group sold 19,639 Merck shares in Q2 2025, an estimated $1.76M.
Trivant Custom Portfolio Group first reported a position in Merck in Q1 2023 and held it in 9 quarters.
Trivant Custom Portfolio Group's Merck position peaked at $4.38M in Q1 2024.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.