Wealth Advisors of Tampa Bay’s Merck MRK Stock Holding History

Wealth Advisors of Tampa Bay’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	-450	Closed	-$40.4K	–	127
2025 Q1	$40.4K	Buy	+450	New	+$42K	0.02%	130

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealth Advisors of Tampa Bay's MRK Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of Merck (MRK) in Q2 2025, closing a stake of 450 shares — an estimated $40.4K sold.

Wealth Advisors of Tampa Bay first reported a position in MRK in Q1 2025 and held it in 1 quarter. The position peaked at $40.4K in Q1 2025. 3,329 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 450 Merck shares in Q2 2025, an estimated $40.4K.
Wealth Advisors of Tampa Bay first reported a position in Merck in Q1 2025 and held it in 1 quarter.
Wealth Advisors of Tampa Bay's Merck position peaked at $40.4K in Q1 2025.
3,329 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.