Wade Financial Advisory’s Merck MRK Stock Holding History

Wade Financial Advisory’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	-2,050	Closed	-$204K	–	79
2024 Q4	$204K	Hold	2,050	–	–	0.07%	78
2024 Q3	$233K	Hold	2,050	–	–	0.08%	75
2024 Q2	$254K	Hold	2,050	–	–	0.09%	70
2024 Q1	$271K	Hold	2,050	–	–	0.1%	67
2023 Q4	$224K	Buy	+2,050	New	+$213K	0.08%	75
2023 Q3	–	Sell	-2,587	Closed	-$299K	–	74
2023 Q2	$299K	Hold	2,587	–	–	0.12%	62
2023 Q1	$275K	Hold	2,587	–	–	0.12%	65
2022 Q4	$287K	Hold	2,587	–	–	0.13%	69
2022 Q3	$223K	Hold	2,587	–	–	0.11%	71
2022 Q2	$236K	Buy	+2,587	New	+$229K	0.11%	71
2022 Q1	–	Sell	-3,711	Closed	-$284K	–	80
2021 Q4	$284K	Hold	3,711	–	–	0.15%	64
2021 Q3	$279K	Hold	3,711	–	–	0.16%	63
2021 Q2	$289K	Sell	3,711 -178	-5%	-$13.2K	0.16%	62
2021 Q1	$286K	Hold	3,889	–	–	0.18%	59
2020 Q4	$304K	Sell	3,889 -105	-3%	-$8.03K	0.2%	55
2020 Q3	$316K	Hold	3,994	–	–	0.25%	53
2020 Q2	$295K	Hold	3,994	–	–	0.26%	53
2020 Q1	$293K	Hold	3,994	–	–	0.29%	49
2019 Q4	$347K	Buy	+3,994	New	+$328K	0.31%	49

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

Wade Financial Advisory's MRK Position: Q1 2025 in Review

Wade Financial Advisory sold out of Merck (MRK) in Q1 2025, closing a stake of 2,050 shares — an estimated $204K sold.

Wade Financial Advisory first reported a position in MRK in Q4 2019 and held it in 19 quarters. The position peaked at $347K in Q4 2019. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Wade Financial Advisory reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Wade Financial Advisory sold 2,050 Merck shares in Q1 2025, an estimated $204K.
Wade Financial Advisory first reported a position in Merck in Q4 2019 and held it in 19 quarters.
Wade Financial Advisory's Merck position peaked at $347K in Q4 2019.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.