SageView Advisory Group’s Merck MRK Stock Holding History

SageView Advisory 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 Q4	$4.38M	Sell	41,579 -4,117	-9%	-$386K	0.15%	87
2025 Q3	$3.84M	Buy	45,696 +22,285	+95%	+$1.84M	0.13%	101
2025 Q2	$1.97M	Buy	23,411 +6,060	+35%	+$482K	0.07%	137
2025 Q1	$1.56M	Sell	17,351 -7,002	-29%	-$654K	0.07%	153
2024 Q4	$2.42M	Buy	24,353 +4,444	+22%	+$458K	0.1%	110
2024 Q3	$2.26M	Sell	19,909 -10,013	-33%	-$1.19M	0.11%	105
2024 Q2	$3.7M	Buy	+29,922	New	+$3.85M	0.17%	76
2024 Q1	–	Sell	-35,032	Closed	-$4.26M	–	678
2023 Q4	$4.26M	Buy	35,032 +16,983	+94%	+$1.76M	0.18%	69
2023 Q3	$1.86M	Sell	18,049 -2,270	-11%	-$245K	0.11%	117
2023 Q2	$2.34M	Buy	20,319 +900	+5%	+$102K	0.13%	104
2023 Q1	$2.07M	Buy	19,419 +10,539	+119%	+$1.14M	0.13%	112
2022 Q4	$985K	Buy	+8,880	New	+$908K	0.08%	156

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SageView Advisory Group's MRK Position: Q4 2025 in Review

SageView Advisory Group reduced its Merck (MRK) stake by 9% in Q4 2025, selling an estimated $386K and leaving 41,579 shares worth $4.38M. The position accounts for 0.15% of the portfolio, ranked #87.

SageView Advisory Group first reported a position in MRK in Q4 2022 and has held it in 12 quarters since. 3,652 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

SageView Advisory Group held 41,579 shares of Merck worth $4.38M as of Q4 2025.
SageView Advisory Group sold 4,117 Merck shares in Q4 2025, an estimated $386K.
Merck made up 0.15% of SageView Advisory Group's portfolio in Q4 2025, its #87 holding.
SageView Advisory Group first reported a position in Merck in Q4 2022 and has held it in 12 quarters since.
3,652 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.