Financial Advocates Investment Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-7,847
| Closed | -$621K | – | 387 |
|
|
2025
Q2 | $621K | Sell |
7,847
-8,998
| -53% | -$715K | 0.05% | 313 |
|
|
2025
Q1 | $1.51M | Sell |
16,845
-2,312
| -12% | -$216K | 0.11% | 206 |
|
|
2024
Q4 | $1.91M | Sell |
19,157
-2,066
| -10% | -$213K | 0.11% | 188 |
|
|
2024
Q3 | $2.41M | Sell |
21,223
-2,396
| -10% | -$285K | 0.14% | 161 |
|
|
2024
Q2 | $2.92M | Sell |
23,619
-3,258
| -12% | -$420K | 0.18% | 124 |
|
|
2024
Q1 | $3.55M | Buy |
26,877
+1,046
| +4% | +$129K | 0.21% | 113 |
|
|
2023
Q4 | $2.82M | Buy |
25,831
+780
| +3% | +$81K | 0.18% | 124 |
|
|
2023
Q3 | $2.58M | Buy |
25,051
+551
| +2% | +$59.4K | 0.19% | 128 |
|
|
2023
Q2 | $2.83M | Buy |
24,500
+967
| +4% | +$110K | 0.2% | 121 |
|
|
2023
Q1 | $2.5M | Buy |
23,533
+233
| +1% | +$25.2K | 0.18% | 133 |
|
|
2022
Q4 | $2.59M | Buy |
23,300
+9,254
| +66% | +$946K | 0.19% | 131 |
|
|
2022
Q3 | $1.21M | Sell |
14,046
-10,876
| -44% | -$971K | 0.1% | 218 |
|
|
2022
Q2 | $2.27M | Buy |
24,922
+9,528
| +62% | +$845K | 0.18% | 138 |
|
|
2022
Q1 | $1.26M | Sell |
15,394
-2,277
| -13% | -$180K | 0.08% | 256 |
|
|
2021
Q4 | $1.35M | Buy |
17,671
+311
| +2% | +$24.8K | 0.09% | 266 |
|
|
2021
Q3 | $1.3M | Sell |
17,360
-944
| -5% | -$71.8K | 0.09% | 261 |
|
|
2021
Q2 | $1.42M | Sell |
18,304
-1,255
| -6% | -$93.3K | 0.1% | 256 |
|
|
2021
Q1 | $1.44M | Sell |
19,559
-532
| -3% | -$39.2K | 0.1% | 236 |
|
|
2020
Q4 | $1.57M | Buy |
20,091
+746
| +4% | +$57.1K | 0.11% | 219 |
|
|
2020
Q3 | $1.53M | Buy |
19,345
+2,528
| +15% | +$198K | 0.13% | 172 |
|
|
2020
Q2 | $1.24M | Buy |
16,817
+1,168
| +7% | +$87.9K | 0.12% | 211 |
|
|
2020
Q1 | $1.15M | Sell |
15,649
-1,522
| -9% | -$120K | 0.16% | 163 |
|
|
2019
Q4 | $1.49M | Buy |
17,171
+216
| +1% | +$17.7K | 0.16% | 149 |
|
|
2019
Q3 | $1.36M | Buy |
16,955
+15
| +0.1% | +$1.2K | 0.16% | 147 |
|
|
2019
Q2 | $1.36M | Sell |
16,940
-3,794
| -18% | -$291K | 0.16% | 150 |
|
|
2019
Q1 | $1.65M | Buy |
20,734
+249
| +1% | +$18.6K | 0.2% | 124 |
|
|
2018
Q4 | $1.49M | Sell |
20,485
-3,410
| -14% | -$241K | 0.2% | 126 |
|
|
2018
Q3 | $1.62M | Buy |
23,895
+406
| +2% | +$25.9K | 0.18% | 132 |
|
|
2018
Q2 | $1.35M | Sell |
23,489
-278
| -1% | -$15.7K | 0.16% | 138 |
|
|
2018
Q1 | $1.24M | Buy |
23,767
+993
| +4% | +$53.6K | 0.16% | 136 |
|
|
2017
Q4 | $1.22M | Buy |
+22,774
| New | +$1.26M | 0.17% | 131 |
|
Other funds holding MRK
Financial Advocates Investment Management's MRK Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of Merck (MRK) in Q3 2025, closing a stake of 7,847 shares — an estimated $621K sold.
Financial Advocates Investment Management first reported a position in MRK in Q4 2017 and held it in 31 quarters. The position peaked at $3.55M in Q1 2024. 3,312 funds tracked by Wall St. Rank hold MRK as of Q3 2025.
- Financial Advocates Investment Management reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 7,847 Merck shares in Q3 2025, an estimated $621K.
- Financial Advocates Investment Management first reported a position in Merck in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's Merck position peaked at $3.55M in Q1 2024.
- 3,312 funds tracked by Wall St. Rank held Merck as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.