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Carmel Capital Partners’s Merck MRK Stock Holding History

Carmel Capital Partners’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
-2,782
Closed -$220K – 140
2025
Q2 		$220K Sell
2,782
-570
-17% -$45.3K 0.08% 140
2025
Q1 		$301K Buy
3,352
+48
+1% +$4.48K 0.12% 123
2024
Q4 		$329K Sell
3,304
-107
-3% -$11K 0.13% 113
2024
Q3 		$387K Buy
3,411
+234
+7% +$27.8K 0.15% 109
2024
Q2 		$393K Buy
3,177
+45
+1% +$5.8K 0.17% 92
2024
Q1 		$413K Buy
3,132
+34
+1% +$4.19K 0.17% 84
2023
Q4 		$338K Sell
3,098
-558
-15% -$57.9K 0.17% 100
2023
Q3 		$376K Buy
3,656
+477
+15% +$51.4K 0.17% 93
2023
Q2 		$367K Buy
3,179
+10
+0.3% +$1.14K 0.19% 83
2023
Q1 		$337K Sell
3,169
-79
-2% -$8.53K 0.2% 88
2022
Q4 		$360K Buy
3,248
+334
+11% +$34.1K 0.25% 83
2022
Q3 		$251K Buy
2,914
+188
+7% +$16.8K 0.24% 98
2022
Q2 		$249K Buy
+2,726
New +$242K 0.23% 91

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

Carmel Capital Partners's MRK Position: Q3 2025 in Review

Carmel Capital Partners sold out of Merck (MRK) in Q3 2025, closing a stake of 2,782 shares — an estimated $220K sold.

Carmel Capital Partners first reported a position in MRK in Q2 2022 and held it in 13 quarters. The position peaked at $413K in Q1 2024. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Carmel Capital Partners reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
  • Carmel Capital Partners sold 2,782 Merck shares in Q3 2025, an estimated $220K.
  • Carmel Capital Partners first reported a position in Merck in Q2 2022 and held it in 13 quarters.
  • Carmel Capital Partners's Merck position peaked at $413K in Q1 2024.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Carmel Capital Partners's 13F filing for Q3 2025, filed 30 Oct 2025.