Forefront Wealth Management’s Merck MRK Stock Holding History

Forefront 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 Q4	$1.06M	Sell	10,072 -90	-0.9%	-$8.45K	0.76%	36
2025 Q3	$853K	Hold	10,162	–	–	0.63%	38
2025 Q2	$804K	Hold	10,162	–	–	0.64%	36
2025 Q1	$912K	Sell	10,162 -90	-0.9%	-$8.4K	0.84%	32
2024 Q4	$1.02M	Buy	+10,252	New	+$1.06M	0.94%	29
2023 Q3	$1.06M	Hold	10,262	–	–	1.48%	23
2023 Q2	$1.18M	Hold	10,262	–	–	1.57%	24
2023 Q1	$1.09M	Hold	10,262	–	–	1.43%	24
2022 Q4	$1.14M	Hold	10,262	–	–	1.53%	22
2022 Q3	$884K	Buy	10,262 +100	+1%	+$8.93K	1.23%	26
2022 Q2	$931K	Hold	10,162	–	–	1.25%	27
2022 Q1	$834K	Sell	10,162 -590	-5%	-$46.5K	0.83%	30
2021 Q4	$824K	Buy	+10,752	New	+$856K	0.79%	31

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Forefront Wealth Management's MRK Position: Q4 2025 in Review

Forefront Wealth Management reduced its Merck (MRK) stake by 0.89% in Q4 2025, selling an estimated $8.45K and leaving 10,072 shares worth $1.06M. The position accounts for 0.76% of the portfolio, ranked #36.

Forefront Wealth Management first reported a position in MRK in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.18M in Q2 2023. 3,651 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

Forefront Wealth Management held 10,072 shares of Merck worth $1.06M as of Q4 2025.
Forefront Wealth Management sold 90 Merck shares in Q4 2025, an estimated $8.45K.
Merck made up 0.76% of Forefront Wealth Management's portfolio in Q4 2025, its #36 holding.
Forefront Wealth Management first reported a position in Merck in Q4 2021 and has held it in 13 quarters since.
Forefront Wealth Management's Merck position peaked at $1.18M in Q2 2023.
3,651 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.