Unique Wealth’s Merck MRK Stock Holding History

Unique 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
2025 Q1	–	Sell	-2,558	Closed	-$254K	–	163
2024 Q4	$254K	Buy	+2,558	New	+$264K	0.05%	124
2024 Q3	–	Sell	-7,841	Closed	-$971K	–	123
2024 Q2	$971K	Buy	7,841 +1,368	+21%	+$176K	0.25%	48
2024 Q1	$854K	Buy	6,473 +1,641	+34%	+$202K	0.24%	50
2023 Q4	$527K	Buy	4,832 +1,056	+28%	+$110K	0.17%	49
2023 Q3	$389K	Buy	3,776 +2,042	+118%	+$220K	0.16%	57
2023 Q2	$200K	Buy	+1,734	New	+$197K	0.09%	74
2023 Q1	–	Sell	-1,879	Closed	-$208K	–	66
2022 Q4	$208K	Buy	+1,879	New	+$192K	0.11%	57

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

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

Unique Wealth's MRK Position: Q1 2025 in Review

Unique Wealth sold out of Merck (MRK) in Q1 2025, closing a stake of 2,558 shares — an estimated $254K sold.

Unique Wealth first reported a position in MRK in Q4 2022 and held it in 7 quarters. The position peaked at $971K in Q2 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Unique Wealth reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Unique Wealth sold 2,558 Merck shares in Q1 2025, an estimated $254K.
Unique Wealth first reported a position in Merck in Q4 2022 and held it in 7 quarters.
Unique Wealth's Merck position peaked at $971K in Q2 2024.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Unique Wealth's 13F filing for Q1 2025, filed 11 Apr 2025.