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Litman Gregory Wealth Management’s Merck MRK Stock Holding History

Litman Gregory 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
Q4 		$647K Hold
6,149
– – 0.05% 90
2025
Q3 		$516K Buy
+6,149
New +$506K 0.04% 96
2021
Q3 		– Sell
-235
Closed -$235 – 81
2021
Q2 		$235 Buy
235
+51
+28% +$3.79K 0.04% 70
2021
Q1 		$14K Sell
184
-1,262
-87% -$93.1K ﹤0.01% 145
2020
Q4 		$113K Buy
1,446
+126
+10% +$9.64K 0.02% 72
2020
Q3 		$105K Buy
1,320
+58
+5% +$4.54K 0.02% 71
2020
Q2 		$93K Hold
1,262
– – 0.02% 73
2020
Q1 		$93K Buy
+1,262
New +$99.2K 0.02% 62
2019
Q4 		– Sell
-22
Closed -$2K – 249
2019
Q3 		$2K Sell
22
-23
-51% -$1.84K ﹤0.01% 183
2019
Q2 		$4K Buy
+45
New +$3.45K ﹤0.01% 185

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return