SIMG
MRK icon

Sonora Investment Management Group’s Merck MRK Stock Holding History

Sonora Investment Management Group’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 		$520K Sell
6,191
-501
-7% -$41.3K 0.04% 162
2025
Q2 		$530K Sell
6,692
-169,105
-96% -$13.4M 0.04% 166
2025
Q1 		$15.8M Buy
175,797
+1,087
+0.6% +$101K 1.25% 25
2024
Q4 		$17.4M Buy
174,710
+3,182
+2% +$328K 1.33% 21
2024
Q3 		$19.5M Buy
171,528
+3,659
+2% +$435K 1.44% 21
2024
Q2 		$22.2M Hold
167,869
– – 1.73% 12
2024
Q1 		$22.2M Buy
167,869
+841
+0.5% +$104K 1.73% 12
2023
Q4 		$18.2M Buy
167,028
+2,104
+1% +$218K 1.48% 16
2023
Q3 		$17M Buy
164,924
+1,371
+0.8% +$148K 1.45% 16
2023
Q2 		$18.9M Buy
163,553
+512
+0.3% +$58.1K 1.58% 10
2023
Q1 		$17.3M Buy
163,041
+4,585
+3% +$495K 1.51% 11
2022
Q4 		$17.6M Buy
158,456
+4,205
+3% +$430K 1.6% 10
2022
Q3 		$14.1M Buy
154,251
+110
+0.1% +$9.82K 1.81% 11
2022
Q2 		$14.1M Buy
154,141
+10,096
+7% +$895K 1.33% 19
2022
Q1 		$11.8M Buy
144,045
+6,781
+5% +$535K 1.34% 22
2021
Q4 		$10.5M Buy
+137,264
New +$10.9M 1.22% 25

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sonora Investment Management Group's MRK Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Merck (MRK) stake by 7.5% in Q3 2025, selling an estimated $41.3K and leaving 6,191 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #162.

Sonora Investment Management Group first reported a position in MRK in Q4 2021 and has held it in 16 quarters since. The position peaked at $22.2M in Q2 2024. 3,310 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Sonora Investment Management Group held 6,191 shares of Merck worth $520K as of Q3 2025.
  • Sonora Investment Management Group sold 501 Merck shares in Q3 2025, an estimated $41.3K.
  • Merck made up 0.04% of Sonora Investment Management Group's portfolio in Q3 2025, its #162 holding.
  • Sonora Investment Management Group first reported a position in Merck in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Merck position peaked at $22.2M in Q2 2024.
  • 3,310 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.