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Obsidian Personal Planning Solutions’s Merck MRK Stock Holding History

Obsidian Personal Planning Solutions’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 		$234K Sell
2,718
-45
-2% -$3.71K 0.08% 104
2025
Q2 		$219K Hold
2,763
– – 0.09% 101
2025
Q1 		$235K Hold
2,763
– – 0.11% 92
2024
Q4 		$273K Buy
2,763
+119
+5% +$12.3K 0.13% 70
2024
Q3 		$271K Sell
2,644
-14
-0.5% -$1.66K 0.14% 65
2024
Q2 		$329K Buy
2,658
+9
+0.3% +$1.16K 0.2% 57
2024
Q1 		$342K Buy
2,649
+52
+2% +$6.41K 0.22% 51
2023
Q4 		$283K Sell
2,597
-112
-4% -$11.6K 0.22% 57
2023
Q3 		$279K Buy
2,709
+19
+0.7% +$2.05K 0.24% 55
2023
Q2 		$310K Buy
2,690
+456
+20% +$51.8K 0.38% 46
2023
Q1 		$238K Sell
2,234
-192
-8% -$20.7K 0.35% 43
2022
Q4 		$269K Hold
2,426
– – 0.43% 35
2022
Q3 		$209K Hold
2,426
– – 0.38% 38
2022
Q2 		$221K Buy
+2,426
New +$215K 0.38% 41

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Obsidian Personal Planning Solutions's MRK Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its Merck (MRK) stake by 1.6% in Q3 2025, selling an estimated $3.71K and leaving 2,718 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #104.

Obsidian Personal Planning Solutions first reported a position in MRK in Q2 2022 and has held it in 14 quarters since. The position peaked at $342K in Q1 2024. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Obsidian Personal Planning Solutions held 2,718 shares of Merck worth $234K as of Q3 2025.
  • Obsidian Personal Planning Solutions sold 45 Merck shares in Q3 2025, an estimated $3.71K.
  • Merck made up 0.08% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #104 holding.
  • Obsidian Personal Planning Solutions first reported a position in Merck in Q2 2022 and has held it in 14 quarters since.
  • Obsidian Personal Planning Solutions's Merck position peaked at $342K in Q1 2024.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.