Members Capital Advisors Inc’s Merck MRK Stock Holding History

Members Capital Advisors Inc’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	-2,283	Closed	-$181K	–	22
2025 Q2	$181K	Hold	2,283	–	–	0.21%	23
2025 Q1	$205K	Hold	2,283	–	–	0.24%	20
2024 Q4	$227K	Hold	2,283	–	–	0.2%	17
2024 Q3	$259K	Hold	2,283	–	–	0.3%	15
2024 Q2	$283K	Hold	2,283	–	–	0.33%	10
2024 Q1	$301K	Hold	2,283	–	–	0.85%	6
2023 Q4	$249K	Hold	2,283	–	–	0.72%	10
2023 Q3	$235K	Hold	2,283	–	–	0.29%	51
2023 Q2	$263K	Hold	2,283	–	–	0.27%	57
2023 Q1	$243K	Hold	2,283	–	–	0.18%	67
2022 Q4	$253K	Sell	2,283 -27,522	-92%	-$2.81M	0.18%	68
2022 Q3	$2.57M	Hold	29,805	–	–	2.02%	7
2022 Q2	$2.72M	Hold	29,805	–	–	1.97%	9
2022 Q1	$2.45M	Buy	29,805 +3,723	+14%	+$294K	1.57%	21
2021 Q4	$2M	Hold	26,082	–	–	1.03%	34
2021 Q3	$1.96M	Buy	26,082 +3,916	+18%	+$298K	1.06%	23
2021 Q2	$1.72M	Sell	22,166 -1,064	-5%	-$79.1K	1.07%	24
2021 Q1	$1.71M	Hold	23,230	–	–	1.31%	23
2020 Q4	$1.81M	Hold	23,230	–	–	1.54%	22
2020 Q3	$1.84M	Buy	+23,230	New	+$1.82M	1.73%	21
2020 Q1	–	Sell	-19,038	Closed	-$1.65M	–	28
2019 Q4	$1.65M	Buy	+19,038	New	+$1.56M	1.26%	21

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

Members Capital Advisors Inc's MRK Position: Q3 2025 in Review

Members Capital Advisors Inc sold out of Merck (MRK) in Q3 2025, closing a stake of 2,283 shares — an estimated $181K sold.

Members Capital Advisors Inc first reported a position in MRK in Q4 2019 and held it in 21 quarters. The position peaked at $2.72M in Q2 2022. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

Members Capital Advisors Inc reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
Members Capital Advisors Inc sold 2,283 Merck shares in Q3 2025, an estimated $181K.
Members Capital Advisors Inc first reported a position in Merck in Q4 2019 and held it in 21 quarters.
Members Capital Advisors Inc's Merck position peaked at $2.72M in Q2 2022.
3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Members Capital Advisors Inc's 13F filing for Q3 2025, filed 24 Oct 2025.