Twelve Points Wealth Management’s Merck MRK Stock Holding History

Twelve Points Wealth Management’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	$1.61M	Sell	13,352 -129	-1%	-$14.9K	0.35%	53
2025 Q4	$1.49M	Sell	13,481 -4,292	-24%	-$403K	0.34%	65
2025 Q3	$1.49M	Sell	17,773 -858	-5%	-$70.7K	0.37%	68
2025 Q2	$1.47M	Buy	18,631 +1,292	+7%	+$103K	0.4%	62
2025 Q1	$1.56M	Buy	17,339 +1,577	+10%	+$147K	0.42%	58
2024 Q4	$1.57M	Buy	15,762 +3,462	+28%	+$357K	0.45%	50
2024 Q3	$1.4M	Buy	12,300 +755	+7%	+$89.7K	0.44%	55
2024 Q2	$1.43M	Buy	11,545 +240	+2%	+$30.9K	0.5%	46
2024 Q1	$1.49M	Sell	11,305 -88	-0.8%	-$10.8K	0.55%	43
2023 Q4	$1.24M	Buy	11,393 +283	+3%	+$29.4K	0.59%	52
2023 Q3	$1.14M	Buy	11,110 +346	+3%	+$37.3K	0.57%	51
2023 Q2	$1.24M	Buy	10,764 +425	+4%	+$48.3K	0.66%	47
2023 Q1	$1.1M	Sell	10,339 -621	-6%	-$67K	0.63%	47
2022 Q4	$1.22M	Buy	10,960 +296	+3%	+$30.3K	0.83%	30
2022 Q3	$918K	Buy	10,664 +87	+0.8%	+$7.77K	0.71%	38
2022 Q2	$964K	Buy	10,577 +3	+0%	+$266	0.74%	36
2022 Q1	$868K	Buy	10,574 +81	+0.8%	+$6.39K	0.65%	43
2021 Q4	$804K	Buy	+10,493	New	+$836K	0.65%	46

Other funds holding MRK

BlackRock New York $5.72T 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 $1.56T 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