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Hurlow Wealth Management Group’s Merck MRK Stock Holding History

Hurlow Wealth Management 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
Q3 		– Sell
-3,833
Closed -$303K – 125
2025
Q2 		$303K Sell
3,833
-1,206
-24% -$95.9K 0.09% 92
2025
Q1 		$452K Buy
5,039
+459
+10% +$42.9K 0.14% 68
2024
Q4 		$456K Sell
4,580
-68
-1% -$7.01K 0.14% 68
2024
Q3 		$528K Sell
4,648
-18
-0.4% -$2.14K 0.16% 64
2024
Q2 		$578K Sell
4,666
-11
-0.2% -$1.42K 0.2% 53
2024
Q1 		$617K Buy
4,677
+8
+0.2% +$986 0.22% 51
2023
Q4 		$509K Sell
4,669
-21
-0.4% -$2.18K 0.19% 59
2023
Q3 		$483K Buy
4,690
+298
+7% +$32.1K 0.21% 55
2023
Q2 		$507K Sell
4,392
-6
-0.1% -$681 0.22% 58
2023
Q1 		$468K Buy
4,398
+6
+0.1% +$648 0.22% 58
2022
Q4 		$487K Buy
4,392
+776
+21% +$79.3K 0.25% 53
2022
Q3 		$311K Buy
3,616
+68
+2% +$6.07K 0.18% 70
2022
Q2 		$323K Buy
3,548
+304
+9% +$26.9K 0.19% 69
2022
Q1 		$266K Sell
3,244
-530
-14% -$41.8K 0.16% 77
2021
Q4 		$291K Buy
3,774
+530
+16% +$42.2K 0.23% 70
2021
Q3 		$244K Sell
3,244
-187
-5% -$14.2K 0.15% 85
2021
Q2 		$267K Sell
3,431
-2,711
-44% -$202K 0.18% 79
2021
Q1 		$452K Buy
6,142
+583
+10% +$43K 0.33% 54
2020
Q4 		$434K Buy
5,559
+2,159
+64% +$165K 0.34% 53
2020
Q3 		$269K Sell
3,400
-88
-3% -$6.89K 0.25% 68
2020
Q2 		$257K Hold
3,488
– – 0.25% 76
2020
Q1 		$273K Sell
3,488
-226
-6% -$17.8K 0.29% 70
2019
Q4 		$324K Hold
3,714
– – 0.32% 77
2019
Q3 		$300K Hold
3,714
– – 0.32% 75
2019
Q2 		$292K Hold
3,714
– – 0.31% 73
2019
Q1 		$279K Hold
3,714
– – 0.3% 76
2018
Q4 		$258K Buy
+3,714
New +$262K 0.31% 76

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

Hurlow Wealth Management Group's MRK Position: Q3 2025 in Review

Hurlow Wealth Management Group sold out of Merck (MRK) in Q3 2025, closing a stake of 3,833 shares — an estimated $303K sold.

Hurlow Wealth Management Group first reported a position in MRK in Q4 2018 and held it in 27 quarters. The position peaked at $617K in Q1 2024. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Hurlow Wealth Management Group reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
  • Hurlow Wealth Management Group sold 3,833 Merck shares in Q3 2025, an estimated $303K.
  • Hurlow Wealth Management Group first reported a position in Merck in Q4 2018 and held it in 27 quarters.
  • Hurlow Wealth Management Group's Merck position peaked at $617K in Q1 2024.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Hurlow Wealth Management Group's 13F filing for Q3 2025, filed 5 Nov 2025.