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Heritage Financial Services’s Merck MRK Stock Holding History

Heritage Financial Services’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 		$574K Buy
5,450
+193
+4% +$18.1K 0.05% 61
2025
Q3 		$441K Sell
5,257
-4,241
-45% -$349K 0.04% 79
2025
Q2 		$752K Buy
9,498
+4,623
+95% +$367K 0.07% 50
2025
Q1 		$438K Buy
4,875
+67
+1% +$6.26K 0.04% 76
2024
Q4 		$478K Sell
4,808
-1,905
-28% -$196K 0.06% 71
2024
Q3 		$762K Sell
6,713
-17
-0.3% -$2.02K 0.1% 46
2024
Q2 		$833K Buy
6,730
+2,949
+78% +$380K 0.12% 42
2024
Q1 		$499K Sell
3,781
-81
-2% -$9.98K 0.07% 64
2023
Q4 		$421K Buy
3,862
+150
+4% +$15.6K 0.07% 67
2023
Q3 		$382K Buy
3,712
+380
+11% +$41K 0.07% 56
2023
Q2 		$384K Buy
3,332
+50
+2% +$5.68K 0.08% 56
2023
Q1 		$349K Sell
3,282
-204
-6% -$22K 0.08% 56
2022
Q4 		$387K Buy
+3,486
New +$356K 0.1% 55
2022
Q3 		– Sell
-1,829
Closed -$166K – 316
2022
Q2 		$166K Buy
+1,829
New +$162K 0.09% 78

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
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

Heritage Financial Services's MRK Position: Q4 2025 in Review

Heritage Financial Services increased its Merck (MRK) stake by 3.7% in Q4 2025, buying an estimated $18.1K and bringing the position to 5,450 shares worth $574K. The position accounts for 0.05% of the portfolio, ranked #61.

Heritage Financial Services first reported a position in MRK in Q2 2022 and has held it in 14 quarters since. The position peaked at $833K in Q2 2024. 3,653 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

  • Heritage Financial Services held 5,450 shares of Merck worth $574K as of Q4 2025.
  • Heritage Financial Services bought 193 Merck shares in Q4 2025, an estimated $18.1K.
  • Merck made up 0.05% of Heritage Financial Services's portfolio in Q4 2025, its #61 holding.
  • Heritage Financial Services first reported a position in Merck in Q2 2022 and has held it in 14 quarters since.
  • Heritage Financial Services's Merck position peaked at $833K in Q2 2024.
  • 3,653 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.