My Personal CFO LLC’s Merck MRK Stock Holding History

My Personal CFO LLC’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	–	Sell	-5,739	Closed	-$482K	–	141
2025 Q3	$482K	Buy	+5,739	New	+$473K	0.19%	62
2023 Q1	–	Sell	-528	Closed	-$58.6K	–	541
2022 Q4	$58.6K	Buy	+528	New	+$54K	0.05%	123

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

My Personal CFO LLC's MRK Position: Q4 2025 in Review

My Personal CFO LLC sold out of Merck (MRK) in Q4 2025, closing a stake of 5,739 shares — an estimated $482K sold.

My Personal CFO LLC first reported a position in MRK in Q4 2022 and held it in 2 quarters. The position peaked at $482K in Q3 2025. 3,652 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

My Personal CFO LLC reported no remaining Merck position as of Q4 2025 after selling out during the quarter.
My Personal CFO LLC sold 5,739 Merck shares in Q4 2025, an estimated $482K.
My Personal CFO LLC first reported a position in Merck in Q4 2022 and held it in 2 quarters.
My Personal CFO LLC's Merck position peaked at $482K in Q3 2025.
3,652 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.