MRK MERCK & CO.

Ownership history in Gray Private Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Gray Private Wealth, LLC reported a position in MERCK & CO. (MRK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.66% (2024 Q1)
Avg. % of fund
0.46%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,208 -1,894 -23.4% 0.32% $653K $104.49
2025 Q3 UNCHANGED 8,102 0% 0.34% $680K $82.61
2025 Q2 ADDED 8,102 +478 +6.3% 0.34% $641K $77.15
2025 Q1 UNCHANGED 7,624 0% 0.41% $684K $86.61
2024 Q4 UNCHANGED 7,624 0% 0.45% $758K $95.17
2024 Q3 UNCHANGED 7,624 0% 0.52% $866K $107.78
2024 Q2 REDUCED 7,624 -24 -0.3% 0.60% $944K $116.72
2024 Q1 INITIATED 7,648 0.66% $1.0M
% of Fund (quarterly)    MRK price (monthly, adj. close)
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