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Wellington Wealth Strategies’s Merck MRK Stock Holding History

Wellington Wealth Strategies’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 		$238K Sell
2,819
-25,402
-90% -$2.62M 0.22% 59
2024
Q3 		$2.89M Buy
+28,221
New +$3.35M 2.19% 14
2024
Q2 		– Sell
-27,033
Closed -$3.57M – 134
2024
Q1 		$3.57M Sell
27,033
-19,471
-42% -$2.4M 1.66% 13
2023
Q4 		$5.07M Buy
+46,504
New +$4.83M 4.29% 4
2020
Q4 		$5.07M Buy
+48,736
New +$3.73M 4.29% 4

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Wealth Strategies's MRK Position: Q4 2024 in Review

Wellington Wealth Strategies reduced its Merck (MRK) stake by 90% in Q4 2024, selling an estimated $2.62M and leaving 2,819 shares worth $238K. The position accounts for 0.22% of the portfolio, ranked #59.

Wellington Wealth Strategies first reported a position in MRK in Q4 2020 and has held it in 5 quarters since. The position peaked at $5.07M in Q4 2023. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Wellington Wealth Strategies held 2,819 shares of Merck worth $238K as of Q4 2024.
  • Wellington Wealth Strategies sold 25,402 Merck shares in Q4 2024, an estimated $2.62M.
  • Merck made up 0.22% of Wellington Wealth Strategies's portfolio in Q4 2024, its #59 holding.
  • Wellington Wealth Strategies first reported a position in Merck in Q4 2020 and has held it in 5 quarters since.
  • Wellington Wealth Strategies's Merck position peaked at $5.07M in Q4 2023.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.