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Shorepoint Capital Partners’s Merck MRK Stock Holding History

Shorepoint Capital Partners’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 		$4.17M Buy
+49,693
New +$4.09M 0.83% 49
2025
Q1 		$4.36M Buy
48,582
+2,284
+5% +$213K 0.99% 41
2024
Q4 		$4.61M Buy
46,298
+96
+0.2% +$9.9K 1.05% 33
2024
Q3 		$5.25M Sell
46,202
-1,666
-3% -$198K 1.19% 30
2024
Q2 		$5.93M Buy
47,868
+163
+0.3% +$21K 1.39% 27
2024
Q1 		$6.29M Sell
47,705
-1,497
-3% -$185K 1.54% 20
2023
Q4 		$5.36M Buy
49,202
+53
+0.1% +$5.5K 1.44% 22
2023
Q3 		$5.06M Sell
49,149
-382
-0.8% -$41.2K 1.48% 21
2023
Q2 		$5.72M Sell
49,531
-1,444
-3% -$164K 1.61% 20
2023
Q1 		$5.42M Sell
50,975
-10,218
-17% -$1.1M 1.55% 21
2022
Q4 		$6.79M Buy
61,193
+5,632
+10% +$576K 1.88% 13
2022
Q3 		$4.79M Buy
55,561
+792
+1% +$70.7K 2.28% 12
2022
Q2 		$4.99M Sell
54,769
-1,317
-2% -$117K 2.11% 11
2022
Q1 		$4.6M Sell
56,086
-749
-1% -$59.1K 1.92% 17
2021
Q4 		$4.36M Buy
56,835
+710
+1% +$56.6K 1.77% 20
2021
Q3 		$4.22M Buy
+56,125
New +$4.27M 1.89% 18
2021
Q1 		$3.48M Buy
47,256
+8,990
+23% +$663K 1.86% 19
2020
Q4 		$2.99M Buy
38,266
+1,194
+3% +$91.3K 1.66% 21
2020
Q3 		$2.93M Buy
37,072
+2,922
+9% +$229K 1.82% 20
2020
Q2 		$2.52M Buy
34,150
+143
+0.4% +$10.8K 1.64% 25
2020
Q1 		$2.5M Sell
34,007
-28
-0.1% -$2.2K 2% 14
2019
Q4 		$2.95M Sell
34,035
-4,085
-11% -$336K 1.69% 20
2019
Q3 		$3.06M Sell
38,120
-1,393
-4% -$112K 1.81% 21
2019
Q2 		$3.16M Sell
39,513
-2,599
-6% -$199K 1.8% 16
2019
Q1 		$3.34M Buy
+42,112
New +$3.15M 1.89% 12

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

Shorepoint Capital Partners's MRK Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Merck (MRK) in Q3 2025: 49,693 shares worth $4.17M. The stake represents 0.83% of the portfolio and ranks #49 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in MRK as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in MRK in Q1 2019 and has held it in 25 quarters since. The position peaked at $6.79M in Q4 2022. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Shorepoint Capital Partners held 49,693 shares of Merck worth $4.17M as of Q3 2025.
  • Merck was a new Shorepoint Capital Partners position in Q3 2025.
  • Merck made up 0.83% of Shorepoint Capital Partners's portfolio in Q3 2025, its #49 holding.
  • Shorepoint Capital Partners first reported a position in Merck in Q1 2019 and has held it in 25 quarters since.
  • Shorepoint Capital Partners's Merck position peaked at $6.79M in Q4 2022.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.