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Greenberg Financial Group’s Merck MRK Stock Holding History

Greenberg 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
2025
Q4 		$264K Buy
+2,511
New +$236K 0.11% 88
2025
Q2 		$323K Buy
2,514
+2
+0.1% +$159 0.12% 83
2025
Q1 		$302K Buy
+2,512
New +$235K 0.12% 78

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Greenberg Financial Group's MRK Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Merck (MRK) in Q4 2025: 2,511 shares worth $264K. The stake represents 0.11% of the portfolio and ranks #88 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in MRK as recently as Q2 2025.

Greenberg Financial Group first reported a position in MRK in Q1 2025 and has held it in 3 quarters since. The position peaked at $323K in Q2 2025. 3,656 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

  • Greenberg Financial Group held 2,511 shares of Merck worth $264K as of Q4 2025.
  • Merck was a new Greenberg Financial Group position in Q4 2025.
  • Merck made up 0.11% of Greenberg Financial Group's portfolio in Q4 2025, its #88 holding.
  • Greenberg Financial Group first reported a position in Merck in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Merck position peaked at $323K in Q2 2025.
  • 3,656 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.