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Nicolet Advisory Services’s Merck MRK Stock Holding History

Nicolet Advisory Services’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 		$1.4M Buy
12,786
+1,069
+9% +$100K 0.09% 107
2025
Q3 		$1.03M Sell
11,717
-1,408
-11% -$116K 0.08% 124
2025
Q2 		$1.04M Buy
13,125
+934
+8% +$74.2K 0.09% 115
2025
Q1 		$945K Sell
12,191
-2,027
-14% -$189K 0.09% 114
2024
Q4 		$1.41M Buy
14,218
+362
+3% +$37.3K 0.13% 83
2024
Q3 		$1.53M Sell
13,856
-1,059
-7% -$126K 0.14% 75
2024
Q2 		$1.9M Buy
14,915
+413
+3% +$53.2K 0.18% 64
2024
Q1 		$1.84M Buy
14,502
+923
+7% +$114K 0.19% 64
2023
Q4 		$1.59M Sell
13,579
-193
-1% -$20K 0.17% 69
2023
Q3 		$1.41M Buy
13,772
+183
+1% +$19.7K 0.16% 72
2023
Q2 		$1.52M Buy
13,589
+412
+3% +$46.8K 0.17% 70
2023
Q1 		$1.48M Buy
13,177
+1,271
+11% +$137K 0.17% 69
2022
Q4 		$1.32M Buy
11,906
+1,879
+19% +$192K 0.17% 63
2022
Q3 		$907K Buy
10,027
+106
+1% +$9.46K 0.15% 59
2022
Q2 		$923K Sell
9,921
-31
-0.3% -$2.75K 0.14% 67
2022
Q1 		$873K Buy
9,952
+130
+1% +$10.2K 0.11% 75
2021
Q4 		$753K Buy
9,822
+232
+2% +$18.5K 0.09% 82
2021
Q3 		$720K Buy
9,590
+137
+1% +$10.4K 0.09% 87
2021
Q2 		$735K Sell
9,453
-566
-6% -$42.1K 0.1% 83
2021
Q1 		$737K Buy
10,019
+1,284
+15% +$94.7K 0.1% 74
2020
Q4 		$682K Buy
8,735
+1,069
+14% +$81.8K 0.1% 78
2020
Q3 		$607K Sell
7,666
-5,033
-40% -$394K 0.09% 82
2020
Q2 		$937K Buy
12,699
+1,032
+9% +$77.7K 0.14% 75
2020
Q1 		$857K Buy
11,667
+3,509
+43% +$276K 0.15% 79
2019
Q4 		$708K Sell
8,158
-303
-4% -$24.9K 0.11% 79
2019
Q3 		$680K Sell
8,461
-1,311
-13% -$105K 0.1% 77
2019
Q2 		$782K Sell
9,772
-56
-0.6% -$4.29K 0.12% 62
2019
Q1 		$780K Buy
+9,828
New +$735K 0.13% 59

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nicolet Advisory Services's MRK Position: Q4 2025 in Review

Nicolet Advisory Services increased its Merck (MRK) stake by 9.1% in Q4 2025, buying an estimated $100K and bringing the position to 12,786 shares worth $1.4M. The position accounts for 0.09% of the portfolio, ranked #107.

Nicolet Advisory Services first reported a position in MRK in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.9M in Q2 2024. 3,651 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

  • Nicolet Advisory Services held 12,786 shares of Merck worth $1.4M as of Q4 2025.
  • Nicolet Advisory Services bought 1,069 Merck shares in Q4 2025, an estimated $100K.
  • Merck made up 0.09% of Nicolet Advisory Services's portfolio in Q4 2025, its #107 holding.
  • Nicolet Advisory Services first reported a position in Merck in Q1 2019 and has held it in 28 quarters since.
  • Nicolet Advisory Services's Merck position peaked at $1.9M in Q2 2024.
  • 3,651 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.