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ROI Financial Advisors’s Merck MRK Stock Holding History

ROI Financial Advisors’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
-5,976
Closed -$473K – 72
2025
Q2 		$473K Sell
5,976
-4,085
-41% -$325K 0.3% 48
2025
Q1 		$903K Sell
10,061
-2,882
-22% -$269K 0.66% 33
2024
Q4 		$1.29M Sell
12,943
-1,653
-11% -$170K 0.88% 30
2024
Q3 		$1.66M Buy
14,596
+837
+6% +$99.4K 1.14% 25
2024
Q2 		$1.7M Buy
13,759
+337
+3% +$43.4K 1.24% 21
2024
Q1 		$1.77M Sell
13,422
-298
-2% -$36.7K 1.39% 21
2023
Q4 		$1.5M Buy
+13,720
New +$1.42M 1.24% 25

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

ROI Financial Advisors's MRK Position: Q3 2025 in Review

ROI Financial Advisors sold out of Merck (MRK) in Q3 2025, closing a stake of 5,976 shares — an estimated $473K sold.

ROI Financial Advisors first reported a position in MRK in Q4 2023 and held it in 7 quarters. The position peaked at $1.77M in Q1 2024. 3,310 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • ROI Financial Advisors reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
  • ROI Financial Advisors sold 5,976 Merck shares in Q3 2025, an estimated $473K.
  • ROI Financial Advisors first reported a position in Merck in Q4 2023 and held it in 7 quarters.
  • ROI Financial Advisors's Merck position peaked at $1.77M in Q1 2024.
  • 3,310 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on ROI Financial Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.