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Fermata Advisors’s Merck MRK Stock Holding History

Fermata Advisors’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
Q2 		– Sell
-5,886
Closed -$528K – 258
2025
Q1 		$528K Buy
5,886
+985
+20% +$92K 0.1% 153
2024
Q4 		$488K Buy
4,901
+1,524
+45% +$157K 0.09% 141
2024
Q3 		$384K Buy
3,377
+46
+1% +$5.46K 0.08% 152
2024
Q2 		$412K Buy
+3,331
New +$429K 0.09% 127
2022
Q3 		– Sell
-3,068
Closed -$280K – 150
2022
Q2 		$280K Sell
3,068
-193
-6% -$17.1K 0.1% 127
2022
Q1 		$268K Sell
3,261
-140
-4% -$11K 0.1% 134
2021
Q4 		$261K Sell
3,401
-522
-13% -$41.6K 0.1% 147
2021
Q3 		$295K Sell
3,923
-170
-4% -$12.9K 0.13% 125
2021
Q2 		$319K Buy
+4,093
New +$304K 0.19% 99

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Fermata Advisors's MRK Position: Q2 2025 in Review

Fermata Advisors sold out of Merck (MRK) in Q2 2025, closing a stake of 5,886 shares — an estimated $528K sold.

Fermata Advisors first reported a position in MRK in Q2 2021 and held it in 9 quarters. The position peaked at $528K in Q1 2025. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Fermata Advisors reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
  • Fermata Advisors sold 5,886 Merck shares in Q2 2025, an estimated $528K.
  • Fermata Advisors first reported a position in Merck in Q2 2021 and held it in 9 quarters.
  • Fermata Advisors's Merck position peaked at $528K in Q1 2025.
  • 3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.