Freestone Grove Partners’s Merck MRK Stock Holding History

Freestone Grove 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 Q2	–	Sell	-10,977	Closed	-$985K	–	794
2025 Q1	$985K	Buy	+10,977	New	+$1.02M	0.01%	351

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

Freestone Grove Partners's MRK Position: Q2 2025 in Review

Freestone Grove Partners sold out of Merck (MRK) in Q2 2025, closing a stake of 10,977 shares — an estimated $985K sold.

Freestone Grove Partners first reported a position in MRK in Q1 2025 and held it in 1 quarter. The position peaked at $985K in Q1 2025. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Freestone Grove Partners reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
Freestone Grove Partners sold 10,977 Merck shares in Q2 2025, an estimated $985K.
Freestone Grove Partners first reported a position in Merck in Q1 2025 and held it in 1 quarter.
Freestone Grove Partners's Merck position peaked at $985K in Q1 2025.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Freestone Grove Partners's 13F filing for Q2 2025, filed 14 Aug 2025.