AAF Wealth Management’s Merck MRK Stock Holding History

AAF Wealth Management’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	-2,526	Closed	-$227K	–	52
2025 Q1	$227K	Buy	2,526 +217	+9%	+$20.3K	0.12%	44
2024 Q4	$230K	Buy	2,309 +179	+8%	+$18.5K	0.12%	43
2024 Q3	$242K	Buy	+2,130	New	+$253K	0.12%	39
2024 Q1	–	Sell	-2,675	Closed	-$292K	–	51
2023 Q4	$292K	Sell	2,675 -23	-0.9%	-$2.39K	0.17%	37
2023 Q3	$278K	Sell	2,698 -82	-3%	-$8.84K	0.18%	33
2023 Q2	$321K	Buy	2,780 +80	+3%	+$9.08K	0.2%	33
2023 Q1	$287K	Buy	2,700 +460	+21%	+$49.7K	0.19%	35
2022 Q4	$249K	Buy	+2,240	New	+$229K	0.18%	35

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AAF Wealth Management's MRK Position: Q2 2025 in Review

AAF Wealth Management sold out of Merck (MRK) in Q2 2025, closing a stake of 2,526 shares — an estimated $227K sold.

AAF Wealth Management first reported a position in MRK in Q4 2022 and held it in 8 quarters. The position peaked at $321K in Q2 2023. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

AAF Wealth Management reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
AAF Wealth Management sold 2,526 Merck shares in Q2 2025, an estimated $227K.
AAF Wealth Management first reported a position in Merck in Q4 2022 and held it in 8 quarters.
AAF Wealth Management's Merck position peaked at $321K in Q2 2023.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on AAF Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.