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Sage Private Wealth Group’s Merck MRK Stock Holding History

Sage Private Wealth Group’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
-2,920
Closed -$231K – 90
2025
Q2 		$231K Sell
2,920
-3,013
-51% -$239K 0.15% 80
2025
Q1 		$533K Buy
5,933
+27
+0.5% +$2.52K 0.4% 28
2024
Q4 		$588K Buy
5,906
+143
+2% +$14.7K 0.44% 26
2024
Q3 		$655K Buy
5,763
+526
+10% +$62.5K 0.52% 22
2024
Q2 		$648K Buy
5,237
+477
+10% +$61.4K 0.55% 21
2024
Q1 		$628K Buy
4,760
+627
+15% +$77.3K 0.5% 24
2023
Q4 		$451K Buy
4,133
+318
+8% +$33K 0.4% 28
2023
Q3 		$393K Buy
3,815
+70
+2% +$7.54K 0.54% 22
2023
Q2 		$432K Buy
3,745
+3
+0.1% +$341 0.59% 18
2023
Q1 		$398K Buy
3,742
+244
+7% +$26.3K 0.46% 19
2022
Q4 		$388K Sell
3,498
-189
-5% -$19.3K 0.46% 20
2022
Q3 		$318K Sell
3,687
-320
-8% -$28.6K 0.42% 24
2022
Q2 		$365K Buy
4,007
+718
+22% +$63.7K 0.52% 21
2022
Q1 		$270K Buy
3,289
+551
+20% +$43.4K 0.26% 38
2021
Q4 		$209K Buy
2,738
+116
+4% +$9.24K 0.26% 47
2021
Q3 		$197K Buy
2,622
+69
+3% +$5.25K 0.27% 43
2021
Q2 		$199K Sell
2,553
-58
-2% -$4.31K 0.27% 44
2021
Q1 		$192K Sell
2,611
-103
-4% -$7.6K 0.33% 43
2020
Q4 		$212K Buy
+2,714
New +$208K 0.59% 33

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

Sage Private Wealth Group's MRK Position: Q3 2025 in Review

Sage Private Wealth Group sold out of Merck (MRK) in Q3 2025, closing a stake of 2,920 shares — an estimated $231K sold.

Sage Private Wealth Group first reported a position in MRK in Q4 2020 and held it in 19 quarters. The position peaked at $655K in Q3 2024. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Sage Private Wealth Group reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
  • Sage Private Wealth Group sold 2,920 Merck shares in Q3 2025, an estimated $231K.
  • Sage Private Wealth Group first reported a position in Merck in Q4 2020 and held it in 19 quarters.
  • Sage Private Wealth Group's Merck position peaked at $655K in Q3 2024.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Sage Private Wealth Group's 13F filing for Q3 2025, filed 27 Oct 2025.