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Consultiva Wealth Management’s Merck MRK Stock Holding History

Consultiva 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 		– Sell
-250
Closed -$19.8K – 268
2025
Q2 		$19.8K Hold
250
– – 0.06% 168
2025
Q1 		$22.4K Buy
+250
New +$23.3K 0.08% 147

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

Consultiva Wealth Management's MRK Position: Q3 2025 in Review

Consultiva Wealth Management sold out of Merck (MRK) in Q3 2025, closing a stake of 250 shares — an estimated $19.8K sold.

Consultiva Wealth Management first reported a position in MRK in Q1 2025 and held it in 2 quarters. The position peaked at $22.4K in Q1 2025. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Consultiva Wealth Management reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
  • Consultiva Wealth Management sold 250 Merck shares in Q3 2025, an estimated $19.8K.
  • Consultiva Wealth Management first reported a position in Merck in Q1 2025 and held it in 2 quarters.
  • Consultiva Wealth Management's Merck position peaked at $22.4K in Q1 2025.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

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