Valued Retirements’s Merck MRK Stock Holding History

Valued Retirements’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	–	Sell	-2,136	Closed	-$243K	–	81
2024 Q3	$243K	Hold	2,136	–	–	0.33%	66
2024 Q2	$264K	Sell	2,136 -100	-4%	-$12.9K	0.4%	54
2024 Q1	$295K	Hold	2,236	–	–	0.47%	46
2023 Q4	$244K	Buy	+2,236	New	+$232K	0.42%	51

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valued Retirements's MRK Position: Q4 2024 in Review

Valued Retirements sold out of Merck (MRK) in Q4 2024, closing a stake of 2,136 shares — an estimated $243K sold.

Valued Retirements first reported a position in MRK in Q4 2023 and held it in 4 quarters. The position peaked at $295K in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

Valued Retirements reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
Valued Retirements sold 2,136 Merck shares in Q4 2024, an estimated $243K.
Valued Retirements first reported a position in Merck in Q4 2023 and held it in 4 quarters.
Valued Retirements's Merck position peaked at $295K in Q1 2024.
3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Valued Retirements's 13F filing for Q4 2024, filed 10 Feb 2025.