MBL Wealth’s Merck MRK Stock Holding History

MBL Wealth’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
2026 Q1	$1.48M	Sell	12,269 -87	-0.7%	-$10K	0.11%	100
2025 Q4	$1.3M	Buy	12,356 +5,316	+76%	+$499K	0.1%	105
2025 Q3	$591K	Buy	7,040 +387	+6%	+$31.9K	0.05%	139
2025 Q2	$527K	Buy	6,653 +2,489	+60%	+$198K	0.05%	138
2025 Q1	$374K	Sell	4,164 -3,950	-49%	-$369K	0.04%	160
2024 Q4	$807K	Sell	8,114 -1,355	-14%	-$140K	0.08%	104
2024 Q3	$1.08M	Sell	9,469 -467	-5%	-$55.5K	0.12%	90
2024 Q2	$1.23M	Sell	9,936 -181	-2%	-$23.3K	0.14%	77
2024 Q1	$1.33M	Sell	10,117 -738	-7%	-$91K	0.15%	69
2023 Q4	$1.18M	Sell	10,855 -116	-1%	-$12K	0.15%	73
2023 Q3	$1.13M	Buy	10,971 +255	+2%	+$27.5K	0.16%	66
2023 Q2	$1.24M	Buy	10,716 +1,191	+13%	+$135K	0.17%	62
2023 Q1	$1.01M	Sell	9,525 -1,398	-13%	-$151K	0.16%	66
2022 Q4	$1.21M	Buy	10,923 +359	+3%	+$36.7K	0.23%	60
2022 Q3	$910K	Buy	10,564 +1,321	+14%	+$118K	0.2%	69
2022 Q2	$842K	Buy	9,243 +3,199	+53%	+$284K	0.21%	67
2022 Q1	$496K	Buy	+6,044	New	+$477K	0.12%	100
2021 Q1	$404K	Buy	5,482 +97	+2%	+$7.16K	0.14%	100
2020 Q4	$420K	Buy	+5,385	New	+$412K	0.17%	82

Other funds holding MRK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

Fidelity Investments

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