Aft Forsyth & Sober’s Merck MRK Stock Holding History

Aft Forsyth & Sober’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	–	Sell	-13,000	Closed	-$1.03M	–	60
2025 Q2	$1.03M	Hold	13,000	–	–	0.35%	53
2025 Q1	$1.17M	Hold	13,000	–	–	0.41%	56
2024 Q4	$1.29M	Hold	13,000	–	–	0.42%	61
2024 Q3	$1.48M	Hold	13,000	–	–	0.49%	59
2024 Q2	$1.61M	Hold	13,000	–	–	0.55%	52
2024 Q1	$1.72M	Hold	13,000	–	–	0.6%	52
2023 Q4	$1.42M	Hold	13,000	–	–	0.55%	57
2023 Q3	$1.34M	Hold	13,000	–	–	0.56%	49
2023 Q2	$1.5M	Hold	13,000	–	–	0.62%	43
2023 Q1	$1.38M	Hold	13,000	–	–	0.7%	43
2022 Q4	$1.44M	Hold	13,000	–	–	0.65%	45
2022 Q3	$1.12M	Hold	13,000	–	–	0.54%	54
2022 Q2	$1.19M	Hold	13,000	–	–	0.55%	56
2022 Q1	$1.07M	Hold	13,000	–	–	0.42%	74
2021 Q4	$996K	Hold	13,000	–	–	0.35%	76
2021 Q3	$976K	Hold	13,000	–	–	0.37%	81
2021 Q2	$1.01M	Sell	13,000 -624	-5%	-$46.4K	0.38%	70
2021 Q1	$1M	Buy	13,624 +7,336	+117%	+$541K	0.41%	63
2020 Q4	$491K	Buy	+6,288	New	+$481K	0.38%	53
2020 Q3	–	Sell	-524	Closed	-$69K	–	49
2020 Q2	$69K	Buy	+524	New	+$39.4K	0.49%	22
2020 Q1	–	Sell	-1,137	Closed	-$99K	–	55
2019 Q4	$99K	Buy	+1,137	New	+$93.4K	0.09%	34

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aft Forsyth & Sober's MRK Position: Q3 2025 in Review

Aft Forsyth & Sober sold out of Merck (MRK) in Q3 2025, closing a stake of 13,000 shares — an estimated $1.03M sold.

Aft Forsyth & Sober first reported a position in MRK in Q4 2019 and held it in 21 quarters. The position peaked at $1.72M in Q1 2024. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

Aft Forsyth & Sober reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
Aft Forsyth & Sober sold 13,000 Merck shares in Q3 2025, an estimated $1.03M.
Aft Forsyth & Sober first reported a position in Merck in Q4 2019 and held it in 21 quarters.
Aft Forsyth & Sober's Merck position peaked at $1.72M in Q1 2024.
3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Aft Forsyth & Sober's 13F filing for Q3 2025, filed 5 Nov 2025.