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Worth Financial Advisory Group’s Merck MRK Stock Holding History

Worth Financial Advisory Group’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 		– Sell
-1,767
Closed -$201K – 162
2024
Q3 		$201K Buy
1,767
+90
+5% +$10.7K 0.12% 162
2024
Q2 		$208K Buy
+1,677
New +$216K 0.14% 141
2023
Q2 		– Sell
-3,684
Closed -$392K – 123
2023
Q1 		$392K Buy
3,684
+837
+29% +$90.4K 0.37% 73
2022
Q4 		$316K Buy
+2,847
New +$291K 0.37% 73

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

Worth Financial Advisory Group's MRK Position: Q4 2024 in Review

Worth Financial Advisory Group sold out of Merck (MRK) in Q4 2024, closing a stake of 1,767 shares — an estimated $201K sold.

Worth Financial Advisory Group first reported a position in MRK in Q4 2022 and held it in 4 quarters. The position peaked at $392K in Q1 2023. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Worth Financial Advisory Group reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • Worth Financial Advisory Group sold 1,767 Merck shares in Q4 2024, an estimated $201K.
  • Worth Financial Advisory Group first reported a position in Merck in Q4 2022 and held it in 4 quarters.
  • Worth Financial Advisory Group's Merck position peaked at $392K in Q1 2023.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Worth Financial Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.