Sio Capital Management’s Merck MRK Stock Holding History

Sio Capital Management’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	-177,300	Closed	-$14.9M	–	74
2025 Q3	$14.9M	Buy	177,300 +3,349	+2%	+$276K	3.77%	7
2025 Q2	$13.8M	Sell	173,951 -96,645	-36%	-$7.68M	5.26%	5
2025 Q1	$24.3M	Buy	+270,596	New	+$25.3M	7.23%	3
2022 Q2	–	Sell	-195,160	Closed	-$16M	–	73
2022 Q1	$16M	Sell	195,160 -38,501	-16%	-$3.04M	5.3%	4
2021 Q4	$17.9M	Buy	233,661 +108,661	+87%	+$8.65M	5.4%	4
2021 Q3	$9.39M	Buy	+125,000	New	+$9.51M	2.99%	11
2021 Q2	–	Sell	-131,000	Closed	-$9.64M	–	92
2021 Q1	$9.64M	Buy	+131,000	New	+$9.66M	1.96%	12
2020 Q3	–	Sell	-119,839	Closed	-$8.84M	–	96
2020 Q2	$8.84M	Buy	119,839 +22,288	+23%	+$1.68M	2.58%	9
2020 Q1	$7.16M	Sell	97,551 -80,352	-45%	-$6.32M	2.4%	15
2019 Q4	$15.4M	Buy	+177,903	New	+$14.6M	3.68%	7
2018 Q2	–	Sell	-120,369	Closed	-$6.26M	–	55
2018 Q1	$6.26M	Buy	+120,369	New	+$6.5M	3.76%	8
2016 Q1	–	Sell	-56,985	Closed	-$2.87M	–	50
2015 Q4	$2.87M	Buy	+56,985	New	+$2.87M	1.27%	25
2015 Q2	–	Sell	-151,960	Closed	-$8.34M	–	44
2015 Q1	$8.34M	Buy	+151,960	New	+$8.6M	4.74%	4

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sio Capital Management's MRK Position: Q4 2025 in Review

Sio Capital Management sold out of Merck (MRK) in Q4 2025, closing a stake of 177,300 shares — an estimated $14.9M sold.

Sio Capital Management first reported a position in MRK in Q1 2015 and held it in 13 quarters. The position peaked at $24.3M in Q1 2025. 3,660 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

Sio Capital Management reported no remaining Merck position as of Q4 2025 after selling out during the quarter.
Sio Capital Management sold 177,300 Merck shares in Q4 2025, an estimated $14.9M.
Sio Capital Management first reported a position in Merck in Q1 2015 and held it in 13 quarters.
Sio Capital Management's Merck position peaked at $24.3M in Q1 2025.
3,660 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Sio Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.