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Briaud Financial Planning’s Merck MRK Stock Holding History

Briaud Financial Planning’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
-186
Closed -$14K – 228
2025
Q2 		$14K Hold
186
– – 0.01% 212
2025
Q1 		$16K Hold
186
– – 0.01% 138
2024
Q4 		$18K Hold
186
– – 0.01% 129
2024
Q3 		$21K Sell
186
-500
-73% -$59.4K 0.01% 94
2024
Q2 		$84K Buy
686
+500
+269% +$64.4K 0.05% 43
2024
Q1 		$25K Buy
+186
New +$22.9K 0.01% 80
2023
Q4 		– Sell
-217
Closed -$22K – 107
2023
Q3 		$22K Buy
+217
New +$23.4K 0.02% 84

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

Briaud Financial Planning's MRK Position: Q3 2025 in Review

Briaud Financial Planning sold out of Merck (MRK) in Q3 2025, closing a stake of 186 shares — an estimated $14K sold.

Briaud Financial Planning first reported a position in MRK in Q3 2023 and held it in 7 quarters. The position peaked at $84K in Q2 2024. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Briaud Financial Planning reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 186 Merck shares in Q3 2025, an estimated $14K.
  • Briaud Financial Planning first reported a position in Merck in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Merck position peaked at $84K in Q2 2024.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.