WAC
MRK icon

William Allan Corp’s Merck MRK Stock Holding History

William Allan Corp’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
-2,819
Closed -$280K – 55
2024
Q4 		$280K Sell
2,819
-1
-0% -$103 0.17% 52
2024
Q3 		$320K Sell
2,820
-6
-0.2% -$713 0.2% 51
2024
Q2 		$350K Sell
2,826
-40
-1% -$5.15K 0.23% 47
2024
Q1 		$378K Sell
2,866
-6
-0.2% -$740 0.25% 46
2023
Q4 		$313K Sell
2,872
-39
-1% -$4.05K 0.22% 46
2023
Q3 		$300K Buy
2,911
+55
+2% +$5.93K 0.24% 46
2023
Q2 		$330K Hold
2,856
– – 0.25% 44
2023
Q1 		$304K Hold
2,856
– – 0.24% 47
2022
Q4 		$317K Sell
2,856
-13
-0.5% -$1.33K 0.27% 45
2022
Q3 		$247K Buy
2,869
+295
+11% +$26.3K 0.23% 46
2022
Q2 		$235K Buy
2,574
+57
+2% +$5.05K 0.21% 45
2022
Q1 		$207K Sell
2,517
-665
-21% -$52.4K 0.16% 48
2021
Q4 		$244K Buy
+3,182
New +$253K 0.17% 41

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
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

William Allan Corp's MRK Position: Q1 2025 in Review

William Allan Corp sold out of Merck (MRK) in Q1 2025, closing a stake of 2,819 shares — an estimated $280K sold.

William Allan Corp first reported a position in MRK in Q4 2021 and held it in 13 quarters. The position peaked at $378K in Q1 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • William Allan Corp reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
  • William Allan Corp sold 2,819 Merck shares in Q1 2025, an estimated $280K.
  • William Allan Corp first reported a position in Merck in Q4 2021 and held it in 13 quarters.
  • William Allan Corp's Merck position peaked at $378K in Q1 2024.
  • 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on William Allan Corp's 13F filing for Q1 2025, filed 5 May 2025.