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
2018 Q4	–	Sell	-88,032	Closed	-$5.96M	–	79
2018 Q3	$5.96M	Buy	+88,032	New	+$5.61M	2.04%	18

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

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. 3,652 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.
3,652 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.