AWM
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Accredited Wealth Management’s Merck MRK Stock Holding History

Accredited 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
Q3 		$195K Sell
238
-2,057
-90% -$169K 0.14% 69
2025
Q2 		$184K Sell
2,295
-18
-0.8% -$1.43K 0.15% 68
2025
Q1 		$210K Sell
2,313
-110
-5% -$10.3K 0.18% 54
2024
Q4 		$243K Buy
+2,423
New +$250K 0.21% 57

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accredited Wealth Management's MRK Position: Q3 2025 in Review

Accredited Wealth Management reduced its Merck (MRK) stake by 90% in Q3 2025, selling an estimated $169K and leaving 238 shares worth $195K. The position accounts for 0.14% of the portfolio, ranked #69.

Accredited Wealth Management first reported a position in MRK in Q4 2024 and has held it in 4 quarters since. The position peaked at $243K in Q4 2024. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Accredited Wealth Management held 238 shares of Merck worth $195K as of Q3 2025.
  • Accredited Wealth Management sold 2,057 Merck shares in Q3 2025, an estimated $169K.
  • Merck made up 0.14% of Accredited Wealth Management's portfolio in Q3 2025, its #69 holding.
  • Accredited Wealth Management first reported a position in Merck in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Merck position peaked at $243K in Q4 2024.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.