SIMA Wealth Partners’s Merck MRK Stock Holding History

SIMA Wealth 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 Q4	–	Sell	-29	Closed	-$2.43K	–	151
2025 Q3	$2.43K	Buy	+29	New	+$2.39K	﹤0.01%	150
2024 Q3	–	Sell	-26	Closed	-$3.22K	–	160
2024 Q2	$3.22K	Buy	+26	New	+$3.35K	﹤0.01%	143

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

SIMA Wealth Partners's MRK Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Merck (MRK) in Q4 2025, closing a stake of 29 shares — an estimated $2.43K sold.

SIMA Wealth Partners first reported a position in MRK in Q2 2024 and held it in 2 quarters. The position peaked at $3.22K in Q2 2024. 3,651 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

SIMA Wealth Partners reported no remaining Merck position as of Q4 2025 after selling out during the quarter.
SIMA Wealth Partners sold 29 Merck shares in Q4 2025, an estimated $2.43K.
SIMA Wealth Partners first reported a position in Merck in Q2 2024 and held it in 2 quarters.
SIMA Wealth Partners's Merck position peaked at $3.22K in Q2 2024.
3,651 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.