Capitol Family Office’s Merck MRK Stock Holding History

Capitol Family Office’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	-200	Closed	-$15.8K	–	48
2025 Q2	$15.8K	Hold	200	–	–	0.02%	41
2025 Q1	$18K	Buy	+200	New	+$18.7K	0.03%	40

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

Capitol Family Office's MRK Position: Q3 2025 in Review

Capitol Family Office sold out of Merck (MRK) in Q3 2025, closing a stake of 200 shares — an estimated $15.8K sold.

Capitol Family Office first reported a position in MRK in Q1 2025 and held it in 2 quarters. The position peaked at $18K in Q1 2025. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

Capitol Family Office reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
Capitol Family Office sold 200 Merck shares in Q3 2025, an estimated $15.8K.
Capitol Family Office first reported a position in Merck in Q1 2025 and held it in 2 quarters.
Capitol Family Office's Merck position peaked at $18K in Q1 2025.
3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Capitol Family Office's 13F filing for Q3 2025, filed 10 Oct 2025.