Freedom Together Foundation’s Merck MRK Stock Holding History

Freedom Together Foundation’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	-13,317	Closed	-$1.2M	–	17
2025 Q1	$1.2M	Hold	13,317	–	–	0.16%	16
2024 Q4	$1.32M	Sell	13,317 -54,000	-80%	-$5.57M	0.15%	15
2024 Q3	$7.64M	Sell	67,317 -105,000	-61%	-$12.5M	0.81%	15
2024 Q2	$21.3M	Sell	172,317 -35,000	-17%	-$4.51M	2.28%	14
2024 Q1	$27.4M	Hold	207,317	–	–	2.99%	14
2023 Q4	$22.6M	Buy	+207,317	New	+$21.5M	2.42%	14

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

Norges Bank Oslo, Norway $935B AUM

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

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

Freedom Together Foundation's MRK Position: Q2 2025 in Review

Freedom Together Foundation sold out of Merck (MRK) in Q2 2025, closing a stake of 13,317 shares — an estimated $1.2M sold.

Freedom Together Foundation first reported a position in MRK in Q4 2023 and held it in 6 quarters. The position peaked at $27.4M in Q1 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Freedom Together Foundation reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
Freedom Together Foundation sold 13,317 Merck shares in Q2 2025, an estimated $1.2M.
Freedom Together Foundation first reported a position in Merck in Q4 2023 and held it in 6 quarters.
Freedom Together Foundation's Merck position peaked at $27.4M in Q1 2024.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Freedom Together Foundation's 13F filing for Q2 2025, filed 13 Aug 2025.