Marshall & Sullivan’s Merck MRK Stock Holding History

Marshall & Sullivan’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	-2,450	Closed	-$194K	–	78
2025 Q2	$194K	Hold	2,450	–	–	0.09%	45
2025 Q1	$220K	Hold	2,450	–	–	0.11%	42
2024 Q4	$244K	Hold	2,450	–	–	0.12%	40
2024 Q3	$278K	Hold	2,450	–	–	0.13%	37
2024 Q2	$303K	Hold	2,450	–	–	0.15%	36
2024 Q1	$323K	Hold	2,450	–	–	0.16%	36
2023 Q4	$267K	Hold	2,450	–	–	0.14%	38
2023 Q3	$252K	Hold	2,450	–	–	0.15%	37
2023 Q2	$283K	Hold	2,450	–	–	0.16%	38
2023 Q1	$261K	Hold	2,450	–	–	0.16%	38
2022 Q4	$272K	Hold	2,450	–	–	0.17%	36
2022 Q3	$210K	Hold	2,450	–	–	0.15%	35
2022 Q2	$223K	Hold	2,450	–	–	0.14%	37
2022 Q1	$201K	Buy	+2,450	New	+$193K	0.11%	37
2021 Q1	–	Sell	-210	Closed	-$2.45K	–	50
2020 Q4	$2.45K	Sell	210 -2,358	-92%	-$180K	0.24%	35
2020 Q3	$203K	Hold	2,568	–	–	0.14%	38
2020 Q2	$189K	Buy	+2,568	New	+$193K	0.14%	37
2020 Q1	–	Sell	-2,568	Closed	-$222K	–	37
2019 Q4	$222K	Hold	2,568	–	–	0.15%	37
2019 Q3	$206K	Hold	2,568	–	–	0.15%	39
2019 Q2	$205K	Hold	2,568	–	–	0.14%	40
2019 Q1	$204K	Buy	+2,568	New	+$192K	0.15%	42
2016 Q2	–	Sell	-210	Closed	-$11K	–	59
2016 Q1	$11K	Hold	210	–	–	0.01%	52
2015 Q4	$11K	Hold	210	–	–	0.01%	52
2015 Q3	$11K	Buy	+210	New	+$11.2K	0.01%	53
2014 Q3	–	Sell	-524	Closed	-$28K	–	57
2014 Q2	$28K	Buy	+524	New	+$28.6K	0.05%	47

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall & Sullivan's MRK Position: Q3 2025 in Review

Marshall & Sullivan sold out of Merck (MRK) in Q3 2025, closing a stake of 2,450 shares — an estimated $194K sold.

Marshall & Sullivan first reported a position in MRK in Q2 2014 and held it in 25 quarters. The position peaked at $323K in Q1 2024. 3,310 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

Marshall & Sullivan reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
Marshall & Sullivan sold 2,450 Merck shares in Q3 2025, an estimated $194K.
Marshall & Sullivan first reported a position in Merck in Q2 2014 and held it in 25 quarters.
Marshall & Sullivan's Merck position peaked at $323K in Q1 2024.
3,310 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.