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	-$235K	–	81
2021 Q2	$235K	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 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 $3.38T AUM 44.17% 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

Litman Gregory Wealth Management's MRK Position: Q4 2025 in Review

Litman Gregory Wealth Management held its Merck (MRK) position steady in Q4 2025 at 6,149 shares worth $647K. The position accounts for 0.05% of the portfolio, ranked #90.

Litman Gregory Wealth Management first reported a position in MRK in Q2 2019 and has held it in 10 quarters since. 3,673 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

Litman Gregory Wealth Management held 6,149 shares of Merck worth $647K as of Q4 2025.
Litman Gregory Wealth Management left its Merck share count unchanged in Q4 2025.
Merck made up 0.05% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #90 holding.
Litman Gregory Wealth Management first reported a position in Merck in Q2 2019 and has held it in 10 quarters since.
3,673 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.