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SS&H Financial Advisors’s Merck MRK Stock Holding History

SS&H Financial Advisors’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 		$6.87M Buy
65,293
+12,200
+23% +$1.15M 2.01% 11
2025
Q3 		$4.46M Buy
53,093
+150
+0.3% +$12.4K 1.35% 18
2025
Q2 		$4.19M Buy
52,943
+9,163
+21% +$728K 1.4% 16
2025
Q1 		$3.93M Buy
43,780
+3,418
+8% +$319K 1.47% 16
2024
Q4 		$4.02M Buy
40,362
+300
+0.7% +$30.9K 1.46% 15
2024
Q3 		$4.55M Sell
40,062
-100
-0.2% -$11.9K 1.66% 11
2024
Q2 		$4.97M Sell
40,162
-50
-0.1% -$6.44K 1.94% 10
2024
Q1 		$5.3M Sell
40,212
-7,730
-16% -$953K 2.21% 9
2023
Q4 		$5.23M Buy
47,942
+300
+0.6% +$31.1K 2.22% 11
2023
Q3 		$4.91M Buy
+47,642
New +$5.13M 2.3% 10
2023
Q1 		$5.11M Buy
48,067
+2,167
+5% +$234K 2.34% 8
2022
Q4 		$5.09M Sell
45,900
-5,000
-10% -$511K 2.43% 8
2022
Q3 		$4.38M Buy
50,900
+65
+0.1% +$5.8K 2.27% 8
2022
Q2 		$4.63M Sell
50,835
-532
-1% -$47.2K 2.14% 10
2022
Q1 		$4.21M Buy
+51,367
New +$4.05M 1.65% 16

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SS&H Financial Advisors's MRK Position: Q4 2025 in Review

SS&H Financial Advisors increased its Merck (MRK) stake by 23% in Q4 2025, buying an estimated $1.15M and bringing the position to 65,293 shares worth $6.87M. The position accounts for 2.01% of the portfolio, ranked #11.

SS&H Financial Advisors first reported a position in MRK in Q1 2022 and has held it in 15 quarters since. 3,651 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

  • SS&H Financial Advisors held 65,293 shares of Merck worth $6.87M as of Q4 2025.
  • SS&H Financial Advisors bought 12,200 Merck shares in Q4 2025, an estimated $1.15M.
  • Merck made up 2.01% of SS&H Financial Advisors's portfolio in Q4 2025, its #11 holding.
  • SS&H Financial Advisors first reported a position in Merck in Q1 2022 and has held it in 15 quarters since.
  • 3,651 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.