AllSquare Wealth Management’s Merck MRK Stock Holding History

AllSquare 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	$239K	Sell	2,850 -500	-15%	-$41.2K	0.13%	97
2025 Q2	$265K	Hold	3,350	–	–	0.15%	90
2025 Q1	$301K	Hold	3,350	–	–	0.18%	78
2024 Q4	$333K	Sell	3,350 -399	-11%	-$41.1K	0.19%	72
2024 Q3	$426K	Hold	3,749	–	–	0.24%	58
2024 Q2	$464K	Hold	3,749	–	–	0.28%	54
2024 Q1	$495K	Hold	3,749	–	–	0.29%	52
2023 Q4	$409K	Hold	3,749	–	–	0.25%	55
2023 Q3	$386K	Buy	3,749 +399	+12%	+$43K	0.25%	54
2023 Q2	$366K	Hold	3,350	–	–	0.24%	60
2023 Q1	$356K	Hold	3,350	–	–	0.23%	60
2022 Q4	$372K	Sell	3,350 -185	-5%	-$18.9K	0.25%	55
2022 Q3	$304K	Hold	3,535	–	–	0.22%	57
2022 Q2	$322K	Hold	3,535	–	–	0.22%	59
2022 Q1	$290K	Hold	3,535	–	–	0.17%	78
2021 Q4	$271K	Hold	3,535	–	–	0.16%	83
2021 Q3	$266K	Hold	3,535	–	–	0.16%	81
2021 Q2	$275K	Sell	3,535 -170	-5%	-$12.6K	0.16%	84
2021 Q1	$273K	Sell	3,705 -868	-19%	-$64K	0.17%	76
2020 Q4	$357K	Hold	4,573	–	–	0.24%	52
2020 Q3	$362K	Hold	4,573	–	–	0.26%	50
2020 Q2	$337K	Hold	4,573	–	–	0.25%	49
2020 Q1	$336K	Hold	4,573	–	–	0.29%	47
2019 Q4	$397K	Sell	4,573 -332	-7%	-$27.3K	0.28%	52
2019 Q3	$394K	Hold	4,905	–	–	0.29%	44
2019 Q2	$392K	Hold	4,905	–	–	0.29%	46
2019 Q1	$389K	Buy	4,905 +781	+19%	+$58.4K	0.29%	48
2018 Q4	$301K	Hold	4,124	–	–	0.25%	53
2018 Q3	$279K	Hold	4,124	–	–	0.21%	60
2018 Q2	$239K	Sell	4,124 -122	-3%	-$6.88K	0.18%	68
2018 Q1	$221K	Hold	4,246	–	–	0.18%	63
2017 Q4	$228K	Sell	4,246 -27	-0.6%	-$1.5K	0.18%	64
2017 Q3	$261K	Hold	4,273	–	–	0.21%	56
2017 Q2	$261K	Sell	4,273 -209	-5%	-$12.7K	0.27%	37
2017 Q1	$272K	Sell	4,482 -105	-2%	-$6.37K	0.24%	55
2016 Q4	$258K	Sell	4,587 -26	-0.6%	-$1.52K	0.24%	52
2016 Q3	$275K	Buy	4,613 +26	+0.6%	+$1.52K	0.26%	46
2016 Q2	$252K	Hold	4,587	–	–	0.25%	47
2016 Q1	$232K	Sell	4,587 -1,048	-19%	-$51.3K	0.23%	49
2015 Q4	$284K	Hold	5,635	–	–	0.29%	42
2015 Q3	$266K	Hold	5,635	–	–	0.27%	37
2015 Q2	$306K	Hold	5,635	–	–	0.29%	35
2015 Q1	$309K	Buy	5,635 +26	+0.5%	+$1.47K	0.3%	33
2014 Q4	$304K	Buy	+5,609	New	+$313K	0.3%	33

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

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

AllSquare Wealth Management reduced its Merck (MRK) stake by 15% in Q3 2025, selling an estimated $41.2K and leaving 2,850 shares worth $239K. The position accounts for 0.13% of the portfolio, ranked #97.

AllSquare Wealth Management first reported a position in MRK in Q4 2014 and has held it in 44 quarters since. The position peaked at $495K in Q1 2024. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

AllSquare Wealth Management held 2,850 shares of Merck worth $239K as of Q3 2025.
AllSquare Wealth Management sold 500 Merck shares in Q3 2025, an estimated $41.2K.
Merck made up 0.13% of AllSquare Wealth Management's portfolio in Q3 2025, its #97 holding.
AllSquare Wealth Management first reported a position in Merck in Q4 2014 and has held it in 44 quarters since.
AllSquare Wealth Management's Merck position peaked at $495K in Q1 2024.
3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.