PUREfi Wealth’s Merck MRK Stock Holding History

PUREfi 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
2025 Q3	–	Sell	-3,987	Closed	-$316K	–	169
2025 Q2	$316K	Sell	3,987 -742	-16%	-$59K	0.25%	103
2025 Q1	$424K	Buy	4,729 +1,590	+51%	+$148K	0.42%	68
2024 Q4	$312K	Buy	+3,139	New	+$324K	0.31%	94

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

PUREfi Wealth's MRK Position: Q3 2025 in Review

PUREfi Wealth sold out of Merck (MRK) in Q3 2025, closing a stake of 3,987 shares — an estimated $316K sold.

PUREfi Wealth first reported a position in MRK in Q4 2024 and held it in 3 quarters. The position peaked at $424K in Q1 2025. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

PUREfi Wealth reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
PUREfi Wealth sold 3,987 Merck shares in Q3 2025, an estimated $316K.
PUREfi Wealth first reported a position in Merck in Q4 2024 and held it in 3 quarters.
PUREfi Wealth's Merck position peaked at $424K in Q1 2025.
3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on PUREfi Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.