XY Capital’s Merck MRK Stock Holding History

XY Capital’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 Q2	–	Sell	-2,223	Closed	-$200K	–	149
2025 Q1	$200K	Buy	2,223 +2,046	+1,156%	+$191K	0.06%	174
2024 Q4	$17.6K	Sell	177 -1,683	-90%	-$174K	0.01%	185
2024 Q3	$211K	Buy	+1,860	New	+$221K	0.07%	85

Other funds holding MRK

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

XY Capital's MRK Position: Q2 2025 in Review

XY Capital sold out of Merck (MRK) in Q2 2025, closing a stake of 2,223 shares — an estimated $200K sold.

XY Capital first reported a position in MRK in Q3 2024 and held it in 3 quarters. The position peaked at $211K in Q3 2024. 3,328 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

XY Capital reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
XY Capital sold 2,223 Merck shares in Q2 2025, an estimated $200K.
XY Capital first reported a position in Merck in Q3 2024 and held it in 3 quarters.
XY Capital's Merck position peaked at $211K in Q3 2024.
3,328 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on XY Capital's 13F filing for Q2 2025, filed 14 Aug 2025.