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Wolf Group Capital Advisors’s Merck MRK Stock Holding History

Wolf Group Capital 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
Q1 		$1.23M Sell
13,678
-3,154
-19% -$294K 0.41% 76
2024
Q4 		$1.94M Hold
16,832
– – 0.94% 38
2024
Q3 		$1.94M Sell
16,832
-1,338
-7% -$159K 0.92% 39
2024
Q2 		$2.25M Buy
18,170
+1,338
+8% +$172K 0.89% 37
2024
Q1 		$1.94M Hold
16,832
– – 0.92% 39
2023
Q4 		$1.94M Buy
16,832
+267
+2% +$27.7K 0.92% 39
2023
Q3 		$1.71M Sell
16,565
-267
-2% -$28.8K 0.81% 43
2023
Q2 		$1.87M Buy
+16,832
New +$1.91M 0.93% 35

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

Wolf Group Capital Advisors's MRK Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its Merck (MRK) stake by 19% in Q1 2025, selling an estimated $294K and leaving 13,678 shares worth $1.23M. The position accounts for 0.41% of the portfolio, ranked #76.

Wolf Group Capital Advisors first reported a position in MRK in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.25M in Q2 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Wolf Group Capital Advisors held 13,678 shares of Merck worth $1.23M as of Q1 2025.
  • Wolf Group Capital Advisors sold 3,154 Merck shares in Q1 2025, an estimated $294K.
  • Merck made up 0.41% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #76 holding.
  • Wolf Group Capital Advisors first reported a position in Merck in Q2 2023 and has held it in 8 quarters since.
  • Wolf Group Capital Advisors's Merck position peaked at $2.25M in Q2 2024.
  • 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.