Arbor Trust Wealth Advisors’s Merck MRK Stock Holding History

Arbor Trust Wealth Advisors’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	-3,930	Closed	-$356K	–	90
2025 Q1	$356K	Sell	3,930 -695	-15%	-$64.9K	0.17%	71
2024 Q4	$464K	Sell	4,625 -1,052	-19%	-$108K	0.22%	67
2024 Q3	$707K	Hold	5,677	–	–	0.37%	57
2024 Q2	$707K	Sell	5,677 -11	-0.2%	-$1.42K	0.37%	57
2024 Q1	$721K	Buy	5,688 +800	+16%	+$98.6K	0.4%	56
2023 Q4	$537K	Sell	4,888 -50	-1%	-$5.19K	0.32%	63
2023 Q3	$512K	Hold	4,938	–	–	0.34%	60
2023 Q2	$573K	Sell	4,938 -168	-3%	-$19.1K	0.36%	56
2023 Q1	$547K	Hold	5,106	–	–	0.36%	57
2022 Q4	$570K	Buy	5,106 +95	+2%	+$9.71K	0.39%	50
2022 Q3	$435K	Hold	5,011	–	–	0.33%	60
2022 Q2	$460K	Hold	5,011	–	–	0.32%	64
2022 Q1	$415K	Hold	5,011	–	–	0.25%	72
2021 Q4	$388K	Hold	5,011	–	–	0.22%	74
2021 Q3	$380K	Hold	5,011	–	–	0.24%	72
2021 Q2	$393K	Sell	5,011 -241	-5%	-$17.9K	0.25%	72
2021 Q1	$392K	Sell	5,252 -408	-7%	-$30.1K	0.26%	67
2020 Q4	$445K	Buy	5,660 +209	+4%	+$16K	0.32%	58
2020 Q3	$435K	Hold	5,451	–	–	0.38%	56
2020 Q2	$405K	Buy	5,451 +1,022	+23%	+$76.9K	0.37%	61
2020 Q1	$328K	Hold	4,429	–	–	0.35%	59
2019 Q4	$387K	Buy	+4,429	New	+$364K	0.33%	64

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

Arbor Trust Wealth Advisors's MRK Position: Q2 2025 in Review

Arbor Trust Wealth Advisors sold out of Merck (MRK) in Q2 2025, closing a stake of 3,930 shares — an estimated $356K sold.

Arbor Trust Wealth Advisors first reported a position in MRK in Q4 2019 and held it in 22 quarters. The position peaked at $721K in Q1 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Arbor Trust Wealth Advisors reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
Arbor Trust Wealth Advisors sold 3,930 Merck shares in Q2 2025, an estimated $356K.
Arbor Trust Wealth Advisors first reported a position in Merck in Q4 2019 and held it in 22 quarters.
Arbor Trust Wealth Advisors's Merck position peaked at $721K in Q1 2024.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.