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Legend Financial Advisors’s Merck MRK Stock Holding History

Legend Financial Advisors’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
-310
Closed -$24.6K – 114
2025
Q2 		$24.6K Buy
+310
New +$24.6K 0.02% 81
2025
Q1 		– Sell
-490
Closed -$48.8K – 167
2024
Q4 		$48.8K Buy
490
+180
+58% +$18.6K 0.03% 51
2024
Q3 		$35.2K Sell
310
-180
-37% -$21.4K 0.02% 58
2024
Q2 		$60.7K Buy
490
+305
+165% +$39.3K 0.04% 55
2024
Q1 		$24.3K Sell
185
-75
-29% -$9.24K 0.02% 83
2023
Q4 		$28.4K Buy
260
+32
+14% +$3.32K 0.02% 73
2023
Q3 		$23.5K Sell
228
-100
-30% -$10.8K 0.02% 88
2023
Q2 		$37.9K Hold
328
– – 0.03% 72
2023
Q1 		$34.9K Sell
328
-138
-30% -$14.9K 0.03% 74
2022
Q4 		$51.6K Buy
466
+150
+47% +$15.3K 0.05% 70
2022
Q3 		$27.1K Buy
+316
New +$28.2K 0.03% 82
2020
Q3 		– Sell
-3,639
Closed -$268K – 32
2020
Q2 		$268K Buy
+3,639
New +$274K 0.17% 27
2019
Q4 		– Sell
-2,949
Closed -$237K – 32
2019
Q3 		$237K Hold
2,949
– – 0.2% 32
2019
Q2 		$235K Sell
2,949
-314
-10% -$24K 0.21% 32
2019
Q1 		$259K Buy
3,263
+314
+11% +$23.5K 0.28% 30
2018
Q4 		$215K Buy
+2,949
New +$208K 0.32% 26

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

Legend Financial Advisors's MRK Position: Q3 2025 in Review

Legend Financial Advisors sold out of Merck (MRK) in Q3 2025, closing a stake of 310 shares — an estimated $24.6K sold.

Legend Financial Advisors first reported a position in MRK in Q4 2018 and held it in 16 quarters. The position peaked at $268K in Q2 2020. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Legend Financial Advisors reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 310 Merck shares in Q3 2025, an estimated $24.6K.
  • Legend Financial Advisors first reported a position in Merck in Q4 2018 and held it in 16 quarters.
  • Legend Financial Advisors's Merck position peaked at $268K in Q2 2020.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.