Keener Financial Planning’s Merck MRK Stock Holding History

Keener Financial Planning’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	–	Sell	-329	Closed	-$27K	–	139
2025 Q3	$27K	Hold	329	–	–	0.01%	122
2025 Q2	$26K	Hold	329	–	–	0.01%	122
2025 Q1	$29K	Hold	329	–	–	0.02%	96
2024 Q4	$32K	Hold	329	–	–	0.02%	106
2024 Q3	$37K	Sell	329 -106	-24%	-$12.6K	0.02%	94
2024 Q2	$53K	Hold	435	–	–	0.03%	88
2024 Q1	$58K	Hold	435	–	–	0.04%	90
2023 Q4	$47K	Buy	+435	New	+$45.2K	0.04%	97

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Keener Financial Planning's MRK Position: Q4 2025 in Review

Keener Financial Planning sold out of Merck (MRK) in Q4 2025, closing a stake of 329 shares — an estimated $27K sold.

Keener Financial Planning first reported a position in MRK in Q4 2023 and held it in 8 quarters. The position peaked at $58K in Q1 2024. 3,660 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

Keener Financial Planning reported no remaining Merck position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 329 Merck shares in Q4 2025, an estimated $27K.
Keener Financial Planning first reported a position in Merck in Q4 2023 and held it in 8 quarters.
Keener Financial Planning's Merck position peaked at $58K in Q1 2024.
3,660 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.