SkyOak Wealth’s Merck MRK Stock Holding History

SkyOak Wealth’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 Q2	–	Sell	-3,432	Closed	-$308K	–	260
2025 Q1	$308K	Buy	3,432 +1	+0%	+$93	0.07%	167
2024 Q4	$341K	Buy	3,431 +94	+3%	+$9.69K	0.07%	155
2024 Q3	$379K	Hold	3,337	–	–	0.08%	141
2024 Q2	$413K	Buy	3,337 +1	+0%	+$129	0.1%	134
2024 Q1	$440K	Buy	3,336 +103	+3%	+$12.7K	0.11%	135
2023 Q4	$352K	Hold	3,233	–	–	0.09%	152
2023 Q3	$333K	Hold	3,233	–	–	0.1%	148
2023 Q2	$373K	Buy	3,233 +105	+3%	+$11.9K	0.11%	143
2023 Q1	$333K	Buy	3,128 +265	+9%	+$28.6K	0.1%	154
2022 Q4	$318K	Hold	2,863	–	–	0.11%	155
2022 Q3	$247K	Buy	2,863 +38	+1%	+$3.39K	0.09%	175
2022 Q2	$258K	Sell	2,825 -935	-25%	-$82.9K	0.09%	171
2022 Q1	$309K	Hold	3,760	–	–	0.09%	175
2021 Q4	$288K	Hold	3,760	–	–	0.07%	186
2021 Q3	$282K	Hold	3,760	–	–	0.08%	186
2021 Q2	$292K	Sell	3,760 -19	-0.5%	-$1.41K	0.08%	171
2021 Q1	$278K	Buy	+3,779	New	+$279K	0.08%	176
2020 Q3	–	Sell	-7,538	Closed	-$556K	–	226
2020 Q2	$556K	Buy	+7,538	New	+$567K	0.21%	114

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

Norges Bank Oslo, Norway $935B AUM

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

SkyOak Wealth's MRK Position: Q2 2025 in Review

SkyOak Wealth sold out of Merck (MRK) in Q2 2025, closing a stake of 3,432 shares — an estimated $308K sold.

SkyOak Wealth first reported a position in MRK in Q2 2020 and held it in 18 quarters. The position peaked at $556K in Q2 2020. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

SkyOak Wealth reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
SkyOak Wealth sold 3,432 Merck shares in Q2 2025, an estimated $308K.
SkyOak Wealth first reported a position in Merck in Q2 2020 and held it in 18 quarters.
SkyOak Wealth's Merck position peaked at $556K in Q2 2020.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on SkyOak Wealth's 13F filing for Q2 2025, filed 30 Jul 2025.