Sierra Ocean’s Merck MRK Stock Holding History

Sierra Ocean’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	-669	Closed	-$53K	–	602
2025 Q2	$53K	Sell	669 -119	-15%	-$9.46K	0.04%	181
2025 Q1	$70.8K	Sell	788 -361	-31%	-$33.7K	0.06%	133
2024 Q4	$114K	Buy	+1,149	New	+$118K	0.09%	92

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sierra Ocean's MRK Position: Q3 2025 in Review

Sierra Ocean sold out of Merck (MRK) in Q3 2025, closing a stake of 669 shares — an estimated $53K sold.

Sierra Ocean first reported a position in MRK in Q4 2024 and held it in 3 quarters. The position peaked at $114K in Q4 2024. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

Sierra Ocean reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 669 Merck shares in Q3 2025, an estimated $53K.
Sierra Ocean first reported a position in Merck in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Merck position peaked at $114K in Q4 2024.
3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.