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Brass Tax Wealth Management’s Merck MRK Stock Holding History

Brass Tax 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 		$214K Sell
2,549
-115
-4% -$9.47K 0.04% 230
2025
Q2 		$211K Sell
2,664
-248
-9% -$19.7K 0.04% 221
2025
Q1 		$261K Buy
2,912
+38
+1% +$3.55K 0.05% 176
2024
Q4 		$286K Sell
2,874
-349
-11% -$36K 0.06% 150
2024
Q3 		$366K Buy
3,223
+777
+32% +$92.3K 0.08% 120
2024
Q2 		$303K Buy
+2,446
New +$315K 0.13% 94

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

Brass Tax Wealth Management's MRK Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Merck (MRK) stake by 4.3% in Q3 2025, selling an estimated $9.47K and leaving 2,549 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #230.

Brass Tax Wealth Management first reported a position in MRK in Q2 2024 and has held it in 6 quarters since. The position peaked at $366K in Q3 2024. 3,310 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Brass Tax Wealth Management held 2,549 shares of Merck worth $214K as of Q3 2025.
  • Brass Tax Wealth Management sold 115 Merck shares in Q3 2025, an estimated $9.47K.
  • Merck made up 0.04% of Brass Tax Wealth Management's portfolio in Q3 2025, its #230 holding.
  • Brass Tax Wealth Management first reported a position in Merck in Q2 2024 and has held it in 6 quarters since.
  • Brass Tax Wealth Management's Merck position peaked at $366K in Q3 2024.
  • 3,310 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.