Keyes Stange & Wooten Wealth Management’s Merck MRK Stock Holding History

Keyes Stange & Wooten Wealth Management’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 Q2	–	Sell	-7,132	Closed	-$640K	–	74
2025 Q1	$640K	Sell	7,132 -29	-0.4%	-$2.71K	0.36%	35
2024 Q4	$712K	Sell	7,161 -573	-7%	-$59.1K	0.42%	28
2024 Q3	$878K	Buy	7,734 +292	+4%	+$34.7K	0.52%	22
2024 Q2	$921K	Sell	7,442 -316	-4%	-$40.7K	0.64%	22
2024 Q1	$1.02M	Sell	7,758 -187	-2%	-$23K	0.9%	18
2023 Q4	$866K	Buy	+7,945	New	+$825K	0.92%	19

Other funds holding MRK

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Keyes Stange & Wooten Wealth Management's MRK Position: Q2 2025 in Review

Keyes Stange & Wooten Wealth Management sold out of Merck (MRK) in Q2 2025, closing a stake of 7,132 shares — an estimated $640K sold.

Keyes Stange & Wooten Wealth Management first reported a position in MRK in Q4 2023 and held it in 6 quarters. The position peaked at $1.02M in Q1 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Keyes Stange & Wooten Wealth Management reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
Keyes Stange & Wooten Wealth Management sold 7,132 Merck shares in Q2 2025, an estimated $640K.
Keyes Stange & Wooten Wealth Management first reported a position in Merck in Q4 2023 and held it in 6 quarters.
Keyes Stange & Wooten Wealth Management's Merck position peaked at $1.02M in Q1 2024.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.