WorthPointe’s Merck MRK Stock Holding History

WorthPointe’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	-2,201	Closed	-$219K	–	96
2024 Q4	$219K	Buy	2,201 +69	+3%	+$7.11K	0.09%	84
2024 Q3	$242K	Buy	2,132 +466	+28%	+$55.4K	0.1%	69
2024 Q2	$206K	Sell	1,666 -28	-2%	-$3.61K	0.09%	69
2024 Q1	$224K	Buy	+1,694	New	+$209K	0.11%	60
2023 Q4	–	Sell	-2,364	Closed	-$243K	–	80
2023 Q3	$243K	Buy	2,364 +503	+27%	+$54.2K	0.14%	60
2023 Q2	$215K	Buy	+1,861	New	+$211K	0.13%	55

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WorthPointe's MRK Position: Q1 2025 in Review

WorthPointe sold out of Merck (MRK) in Q1 2025, closing a stake of 2,201 shares — an estimated $219K sold.

WorthPointe first reported a position in MRK in Q2 2023 and held it in 6 quarters. The position peaked at $243K in Q3 2023. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

WorthPointe reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
WorthPointe sold 2,201 Merck shares in Q1 2025, an estimated $219K.
WorthPointe first reported a position in Merck in Q2 2023 and held it in 6 quarters.
WorthPointe's Merck position peaked at $243K in Q3 2023.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on WorthPointe's 13F filing for Q1 2025, filed 6 May 2025.