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Gitterman Wealth Management’s Merck MRK Stock Holding History

Gitterman 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
Q3 		– Sell
-3,407
Closed -$270K – 259
2025
Q2 		$270K Buy
3,407
+1,068
+46% +$84.9K 0.06% 93
2025
Q1 		$210K Buy
2,339
+19
+0.8% +$1.77K 0.06% 114
2024
Q4 		$231K Buy
2,320
+313
+16% +$32.3K 0.1% 94
2024
Q3 		$228K Sell
2,007
-23
-1% -$2.73K 0.1% 100
2024
Q2 		$251K Buy
+2,030
New +$261K 0.1% 76
2022
Q1 		– Sell
-2,619
Closed -$200K – 115
2021
Q4 		$200K Buy
+2,619
New +$209K 0.15% 87

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

Gitterman Wealth Management's MRK Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Merck (MRK) in Q3 2025, closing a stake of 3,407 shares — an estimated $270K sold.

Gitterman Wealth Management first reported a position in MRK in Q4 2021 and held it in 6 quarters. The position peaked at $270K in Q2 2025. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 3,407 Merck shares in Q3 2025, an estimated $270K.
  • Gitterman Wealth Management first reported a position in Merck in Q4 2021 and held it in 6 quarters.
  • Gitterman Wealth Management's Merck position peaked at $270K in Q2 2025.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.