Forte Capital’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
26,408
+1,400
| +6% | +$111K | 0.22% | 81 |
|
|
2025
Q1 | $2.24M | Buy |
25,008
+1,343
| +6% | +$125K | 0.27% | 74 |
|
|
2024
Q4 | $2.35M | Buy |
23,665
+780
| +3% | +$80.4K | 0.26% | 68 |
|
|
2024
Q3 | $2.6M | Buy |
22,885
+4,540
| +25% | +$539K | 0.29% | 68 |
|
|
2024
Q2 | $2.27M | Sell |
18,345
-104
| -0.6% | -$13.4K | 0.27% | 66 |
|
|
2024
Q1 | $2.43M | Sell |
18,449
-1,133
| -6% | -$140K | 0.3% | 63 |
|
|
2023
Q4 | $2.13M | Sell |
19,582
-428
| -2% | -$44.4K | 0.29% | 67 |
|
|
2023
Q3 | $2.06M | Sell |
20,010
-701
| -3% | -$75.6K | 0.32% | 62 |
|
|
2023
Q2 | $2.39M | Sell |
20,711
-122
| -0.6% | -$13.9K | 0.34% | 60 |
|
|
2023
Q1 | $2.22M | Sell |
20,833
-625
| -3% | -$67.5K | 0.34% | 62 |
|
|
2022
Q4 | $2.38M | Sell |
21,458
-506
| -2% | -$51.7K | 0.41% | 54 |
|
|
2022
Q3 | $1.89M | Buy |
21,964
+166
| +0.8% | +$14.8K | 0.34% | 62 |
|
|
2022
Q2 | $1.99M | Buy |
21,798
+552
| +3% | +$48.9K | 0.35% | 62 |
|
|
2022
Q1 | $1.63M | Hold |
21,246
| – | – | 0.21% | 81 |
|
|
2021
Q4 | $1.63M | Buy |
21,246
+90
| +0.4% | +$7.17K | 0.21% | 82 |
|
|
2021
Q3 | $1.59M | Sell |
21,156
-1,228
| -5% | -$93.4K | 0.22% | 77 |
|
|
2021
Q2 | $1.74M | Sell |
22,384
-1,885
| -8% | -$140K | 0.24% | 70 |
|
|
2021
Q1 | $1.78M | Sell |
24,269
-2,008
| -8% | -$148K | 0.28% | 59 |
|
|
2020
Q4 | $2.05M | Buy |
26,277
+513
| +2% | +$39.2K | 0.32% | 51 |
|
|
2020
Q3 | $2.04M | Sell |
25,764
-1,127
| -4% | -$88.3K | 0.38% | 49 |
|
|
2020
Q2 | $1.98M | Buy |
26,891
+951
| +4% | +$71.6K | 0.42% | 47 |
|
|
2020
Q1 | $1.9M | Sell |
25,940
-254
| -1% | -$20K | 0.66% | 42 |
|
|
2019
Q4 | $2.27M | Sell |
26,194
-3,332
| -11% | -$274K | 0.64% | 41 |
|
|
2019
Q3 | $2.37M | Sell |
29,526
-720
| -2% | -$57.7K | 0.73% | 38 |
|
|
2019
Q2 | $2.42M | Buy |
30,246
+1,726
| +6% | +$132K | 0.77% | 35 |
|
|
2019
Q1 | $2.26M | Buy |
28,520
+488
| +2% | +$36.5K | 0.82% | 39 |
|
|
2018
Q4 | $2.04M | Sell |
28,032
-2,363
| -8% | -$167K | 0.85% | 37 |
|
|
2018
Q3 | $2.06M | Sell |
30,395
-1,988
| -6% | -$127K | 0.74% | 45 |
|
|
2018
Q2 | $1.88M | Sell |
32,383
-521
| -2% | -$29.4K | 0.73% | 44 |
|
|
2018
Q1 | $1.71M | Buy |
32,904
+7,960
| +32% | +$430K | 0.72% | 46 |
|
|
2017
Q4 | $1.34M | Buy |
24,944
+3,906
| +19% | +$217K | 0.4% | 63 |
|
|
2017
Q3 | $1.28M | Sell |
21,038
-209
| -1% | -$12.7K | 0.41% | 61 |
|
|
2017
Q2 | $1.3M | Sell |
21,247
-1,205
| -5% | -$73.4K | 0.43% | 58 |
|
|
2017
Q1 | $1.36M | Buy |
22,452
+1,184
| +6% | +$71.8K | 0.47% | 55 |
|
|
2016
Q4 | $1.19M | Buy |
21,268
+293
| +1% | +$17.1K | 0.45% | 60 |
|
|
2016
Q3 | $1.25M | Sell |
20,975
-650
| -3% | -$38K | 0.48% | 54 |
|
|
2016
Q2 | $1.19M | Sell |
21,625
-1,834
| -8% | -$97.6K | 0.46% | 53 |
|
|
2016
Q1 | $1.18M | Sell |
23,459
-667
| -3% | -$32.7K | 0.52% | 53 |
|
|
2015
Q4 | $1.22M | Sell |
24,126
-1,467
| -6% | -$74K | 0.5% | 52 |
|
|
2015
Q3 | $1.21M | Buy |
25,593
+388
| +2% | +$20.6K | 0.55% | 48 |
|
|
2015
Q2 | $1.37M | Buy |
25,205
+487
| +2% | +$27.3K | 0.58% | 44 |
|
|
2015
Q1 | $1.38M | Buy |
24,718
+618
| +3% | +$35K | 0.59% | 44 |
|
|
2014
Q4 | $1.31M | Buy |
24,100
+3,563
| +17% | +$199K | 0.57% | 47 |
|
|
2014
Q3 | $1.16M | Buy |
+20,537
| New | +$1.15M | 0.54% | 49 |
|
Other funds holding MRK
Forte Capital's MRK Position: Q2 2025 in Review
Forte Capital increased its Merck (MRK) stake by 5.6% in Q2 2025, buying an estimated $111K and bringing the position to 26,408 shares worth $2.09M. The position accounts for 0.22% of the portfolio, ranked #81.
Forte Capital first reported a position in MRK in Q3 2014 and has held it in 44 quarters since. The position peaked at $2.6M in Q3 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.
- Forte Capital held 26,408 shares of Merck worth $2.09M as of Q2 2025.
- Forte Capital bought 1,400 Merck shares in Q2 2025, an estimated $111K.
- Merck made up 0.22% of Forte Capital's portfolio in Q2 2025, its #81 holding.
- Forte Capital first reported a position in Merck in Q3 2014 and has held it in 44 quarters since.
- Forte Capital's Merck position peaked at $2.6M in Q3 2024.
- 3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.
Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.