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Wealthstream Advisors’s Merck MRK Stock Holding History

Wealthstream Advisors’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
-2,319
Closed -$208K – 189
2025
Q1 		$208K Buy
2,319
+86
+4% +$8.03K 0.04% 144
2024
Q4 		$222K Sell
2,233
-205
-8% -$21.1K 0.04% 140
2024
Q3 		$277K Sell
2,438
-122
-5% -$14.5K 0.05% 118
2024
Q2 		$317K Buy
2,560
+87
+4% +$11.2K 0.12% 91
2024
Q1 		$326K Sell
2,473
-1,505
-38% -$186K 0.12% 92
2023
Q4 		$434K Buy
3,978
+1,568
+65% +$163K 0.18% 80
2023
Q3 		$248K Sell
2,410
-32
-1% -$3.45K 0.13% 91
2023
Q2 		$282K Buy
+2,442
New +$277K 0.15% 75

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthstream Advisors's MRK Position: Q2 2025 in Review

Wealthstream Advisors sold out of Merck (MRK) in Q2 2025, closing a stake of 2,319 shares — an estimated $208K sold.

Wealthstream Advisors first reported a position in MRK in Q2 2023 and held it in 8 quarters. The position peaked at $434K in Q4 2023. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Wealthstream Advisors reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
  • Wealthstream Advisors sold 2,319 Merck shares in Q2 2025, an estimated $208K.
  • Wealthstream Advisors first reported a position in Merck in Q2 2023 and held it in 8 quarters.
  • Wealthstream Advisors's Merck position peaked at $434K in Q4 2023.
  • 3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Wealthstream Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.