SSI Investment Management’s Merck MRK Stock Holding History

SSI Investment 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 Q2	–	Sell	-4,241	Closed	-$381K	–	271
2025 Q1	$381K	Sell	4,241 -1	-0%	-$93	0.03%	216
2024 Q4	$422K	Sell	4,242 -6	-0.1%	-$619	0.03%	218
2024 Q3	$482K	Sell	4,248 -3	-0.1%	-$356	0.04%	210
2024 Q2	$526K	Sell	4,251 -4	-0.1%	-$515	0.04%	187
2024 Q1	$561K	Sell	4,255 -46	-1%	-$5.67K	0.04%	183
2023 Q4	$469K	Sell	4,301 -15	-0.3%	-$1.56K	0.04%	197
2023 Q3	$444K	Sell	4,316 -40	-0.9%	-$4.31K	0.04%	183
2023 Q2	$503K	Sell	4,356 -760	-15%	-$86.3K	0.04%	191
2023 Q1	$544K	Sell	5,116 -1,203	-19%	-$130K	0.04%	189
2022 Q4	$701K	Hold	6,319	–	–	0.04%	210
2022 Q3	$544K	Buy	6,319 +6	+0.1%	+$536	0.04%	211
2022 Q2	$576K	Hold	6,313	–	–	0.04%	216
2022 Q1	$517K	Sell	6,313 -74	-1%	-$5.83K	0.03%	227
2021 Q4	$491K	Sell	6,387 -15	-0.2%	-$1.2K	0.03%	228
2021 Q3	$482K	Hold	6,402	–	–	0.03%	233
2021 Q2	$500K	Sell	6,402 -305	-5%	-$22.7K	0.03%	232
2021 Q1	$494K	Sell	6,707 -3	-0%	-$221	0.04%	220
2020 Q4	$525K	Sell	6,710 -6	-0.1%	-$459	0.04%	195
2020 Q3	$532K	Sell	6,716 -188	-3%	-$14.7K	0.05%	192
2020 Q2	$511K	Sell	6,904 -97	-1%	-$7.3K	0.04%	188
2020 Q1	$514K	Sell	7,001 -79	-1%	-$6.21K	0.05%	182
2019 Q4	$614K	Buy	7,080 +961	+16%	+$78.9K	0.04%	203
2019 Q3	$492K	Sell	6,119 -14	-0.2%	-$1.12K	0.04%	217
2019 Q2	$490K	Sell	6,133 -28	-0.5%	-$2.14K	0.04%	219
2019 Q1	$489K	Sell	6,161 -31	-0.5%	-$2.32K	0.04%	213
2018 Q4	$451K	Sell	6,192 -22	-0.4%	-$1.55K	0.04%	208
2018 Q3	$419K	Sell	6,214 -29	-0.5%	-$1.85K	0.03%	239
2018 Q2	$364K	Sell	6,243 -819	-12%	-$46.2K	0.03%	233
2018 Q1	$368K	Sell	7,062 -111	-2%	-$6K	0.03%	246
2017 Q4	$385K	Sell	7,173 -1,110	-13%	-$61.5K	0.03%	244
2017 Q3	$503K	Buy	8,283 +1,055	+15%	+$64K	0.04%	232
2017 Q2	$439K	Sell	7,228 -89	-1%	-$5.42K	0.04%	241
2017 Q1	$443K	Sell	7,317 -16	-0.2%	-$971	0.04%	233
2016 Q4	$412K	Sell	7,333 -12	-0.2%	-$702	0.04%	230
2016 Q3	$435K	Sell	7,345 -98	-1%	-$5.73K	0.04%	226
2016 Q2	$410K	Buy	7,443 +131	+2%	+$6.97K	0.04%	212
2016 Q1	$371K	Buy	7,312 +1	+0%	+$49	0.04%	206
2015 Q4	$371K	Hold	7,311	–	–	0.04%	206
2015 Q3	$345K	Hold	7,311	–	–	0.04%	212
2015 Q2	$399K	Sell	7,311 -29	-0.4%	-$1.63K	0.04%	213
2015 Q1	$401K	Sell	7,340 -8,573	-54%	-$485K	0.04%	220
2014 Q4	$862K	Buy	15,913 +6,131	+63%	+$342K	0.09%	177
2014 Q3	$552K	Buy	9,782 +2,400	+33%	+$135K	0.05%	213
2014 Q2	$407K	Sell	7,382 -163	-2%	-$8.89K	0.04%	263
2014 Q1	$409K	Sell	7,545 -24,418	-76%	-$1.26M	0.04%	276
2013 Q4	$1.53M	Sell	31,963 -10,923	-25%	-$499K	0.14%	167
2013 Q3	$1.95M	Buy	42,886 +8,957	+26%	+$409K	0.18%	132
2013 Q2	$1.5M	Buy	+33,929	New	+$1.52M	0.15%	154

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

SSI Investment Management's MRK Position: Q2 2025 in Review

SSI Investment Management sold out of Merck (MRK) in Q2 2025, closing a stake of 4,241 shares — an estimated $381K sold.

SSI Investment Management first reported a position in MRK in Q2 2013 and held it in 48 quarters. The position peaked at $1.95M in Q3 2013. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

SSI Investment Management reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
SSI Investment Management sold 4,241 Merck shares in Q2 2025, an estimated $381K.
SSI Investment Management first reported a position in Merck in Q2 2013 and held it in 48 quarters.
SSI Investment Management's Merck position peaked at $1.95M in Q3 2013.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on SSI Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.