Seneca House Advisors’s Merck MRK Stock Holding History

Seneca House 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
2026 Q1	$200K	Sell	1,664 -457	-22%	-$52.8K	0.08%	96
2025 Q4	$223K	Buy	+2,121	New	+$199K	0.08%	95
2025 Q1	–	Sell	-2,162	Closed	-$215K	–	88
2024 Q4	$215K	Buy	2,162 +86	+4%	+$8.87K	0.09%	86
2024 Q3	$236K	Buy	2,076 +63	+3%	+$7.49K	0.1%	79
2024 Q2	$249K	Buy	2,013 +53	+3%	+$6.83K	0.11%	74
2024 Q1	$259K	Buy	1,960 +2	+0.1%	+$247	0.11%	74
2023 Q4	$214K	Sell	1,958 -60	-3%	-$6.23K	0.1%	73
2023 Q3	$211K	Sell	2,018 -104	-5%	-$11.2K	0.11%	73
2023 Q2	$245K	Buy	2,122 +1	+0%	+$114	0.12%	76
2023 Q1	$226K	Buy	2,121 +150	+8%	+$16.2K	0.12%	80
2022 Q4	$219K	Buy	+1,971	New	+$201K	0.12%	81
2021 Q4	–	Sell	-3,099	Closed	-$233K	–	92
2021 Q3	$233K	Buy	3,099 +160	+5%	+$12.2K	0.14%	81
2021 Q2	$229K	Buy	+2,939	New	+$219K	0.15%	78

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 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

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