Goldstone Financial Group’s Merck MRK Stock Holding History

Goldstone Financial Group’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
2026 Q1	$536K	Buy	4,456 +13	+0.3%	+$1.5K	0.06%	162
2025 Q4	$468K	Buy	4,443 +270	+6%	+$25.3K	0.05%	168
2025 Q3	$350K	Sell	4,173 -24	-0.6%	-$1.98K	0.04%	179
2025 Q2	$340K	Sell	4,197 -15	-0.4%	-$1.19K	0.04%	175
2025 Q1	$378K	Buy	4,212 +83	+2%	+$7.75K	0.06%	153
2024 Q4	$411K	Buy	4,129 +217	+6%	+$22.4K	0.06%	141
2024 Q3	$444K	Sell	3,912 -90	-2%	-$10.7K	0.08%	129
2024 Q2	$496K	Buy	4,002 +95	+2%	+$12.2K	0.1%	112
2024 Q1	$516K	Buy	3,907 +316	+9%	+$39K	0.12%	102
2023 Q4	$391K	Sell	3,591 -21	-0.6%	-$2.18K	0.1%	105
2023 Q3	$372K	Buy	3,612 +33	+0.9%	+$3.56K	0.11%	105
2023 Q2	$413K	Sell	3,579 -125	-3%	-$14.2K	0.12%	102
2023 Q1	$394K	Buy	+3,704	New	+$400K	0.13%	95

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments

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