Ruedi Wealth Management’s Merck MRK Stock Holding History

Ruedi Wealth Management’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 Q2	–	Sell	-354	Closed	-$31.8K	–	225
2025 Q1	$31.8K	Hold	354	–	–	0.01%	106
2024 Q4	$35.3K	Hold	354	–	–	0.01%	99
2024 Q3	$40.3K	Sell	354 -43	-11%	-$5.11K	0.01%	96
2024 Q2	$49.2K	Buy	397 +86	+28%	+$11.1K	0.02%	87
2024 Q1	$41.1K	Hold	311	–	–	0.02%	93
2023 Q4	$34K	Hold	311	–	–	0.02%	93
2023 Q3	$32.1K	Buy	311 +200	+180%	+$21.6K	0.02%	93
2023 Q2	$12.9K	Hold	111	–	–	0.01%	128
2023 Q1	$11.9K	Sell	111 -239	-68%	-$25.8K	0.01%	146
2022 Q4	$38.9K	Buy	+350	New	+$35.8K	0.03%	82

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

Norges Bank Oslo, Norway $935B AUM

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

Ruedi Wealth Management's MRK Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Merck (MRK) in Q2 2025, closing a stake of 354 shares — an estimated $31.8K sold.

Ruedi Wealth Management first reported a position in MRK in Q4 2022 and held it in 10 quarters. The position peaked at $49.2K in Q2 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Ruedi Wealth Management reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 354 Merck shares in Q2 2025, an estimated $31.8K.
Ruedi Wealth Management first reported a position in Merck in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's Merck position peaked at $49.2K in Q2 2024.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.