Constant Guidance Financial’s Merck MRK Stock Holding History

Constant Guidance Financial’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	-10,680	Closed	-$845K	–	44
2025 Q2	$845K	Buy	+10,680	New	+$849K	0.85%	26

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

Constant Guidance Financial's MRK Position: Q3 2025 in Review

Constant Guidance Financial sold out of Merck (MRK) in Q3 2025, closing a stake of 10,680 shares — an estimated $845K sold.

Constant Guidance Financial first reported a position in MRK in Q2 2025 and held it in 1 quarter. The position peaked at $845K in Q2 2025. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

Constant Guidance Financial reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
Constant Guidance Financial sold 10,680 Merck shares in Q3 2025, an estimated $845K.
Constant Guidance Financial first reported a position in Merck in Q2 2025 and held it in 1 quarter.
Constant Guidance Financial's Merck position peaked at $845K in Q2 2025.
3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Constant Guidance Financial's 13F filing for Q3 2025, filed 10 Nov 2025.