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Forefront Wealth Partners’s Merck MRK Stock Holding History

Forefront Wealth Partners’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
-4,924
Closed -$490K – 200
2025
Q2 		$490K Buy
4,924
+1,333
+37% +$106K 0.34% 60
2025
Q1 		$322K Sell
3,591
-1,333
-27% -$124K 0.22% 89
2024
Q4 		$490K Buy
+4,924
New +$508K 0.37% 57

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

Forefront Wealth Partners's MRK Position: Q3 2025 in Review

Forefront Wealth Partners sold out of Merck (MRK) in Q3 2025, closing a stake of 4,924 shares — an estimated $490K sold.

Forefront Wealth Partners first reported a position in MRK in Q4 2024 and held it in 3 quarters. The position peaked at $490K in Q2 2025. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Forefront Wealth Partners reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 4,924 Merck shares in Q3 2025, an estimated $490K.
  • Forefront Wealth Partners first reported a position in Merck in Q4 2024 and held it in 3 quarters.
  • Forefront Wealth Partners's Merck position peaked at $490K in Q2 2025.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Forefront Wealth Partners's 13F filing for Q3 2025, filed 20 Oct 2025.