EdgeRock Capital’s Merck MRK Stock Holding History

EdgeRock Capital’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
2026 Q1	$313K	Buy	2,603 +270	+12%	+$31.2K	0.08%	95
2025 Q4	$246K	Buy	+2,333	New	+$219K	0.07%	117
2025 Q3	–	Sell	-2,567	Closed	-$206K	–	125
2025 Q2	$206K	Sell	2,567 -417	-14%	-$33.1K	0.07%	107
2025 Q1	$268K	Sell	2,984 -297	-9%	-$27.7K	0.19%	58
2024 Q4	$326K	Sell	3,281 -248	-7%	-$25.6K	0.21%	55
2024 Q3	$401K	Buy	3,529 +522	+17%	+$62K	0.28%	47
2024 Q2	$372K	Buy	3,007 +543	+22%	+$69.9K	0.29%	40
2024 Q1	$327K	Buy	2,464 +98	+4%	+$12.1K	0.26%	45
2023 Q4	$299K	Buy	2,366 +279	+13%	+$29K	0.22%	46
2023 Q3	$216K	Buy	+2,087	New	+$225K	0.13%	58
2022 Q4	–	Sell	-345	Closed	-$30K	–	259
2022 Q3	$30K	Buy	+345	New	+$30.8K	0.02%	130

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return