Stephens Consulting’s Merck MRK Stock Holding History

Stephens Consulting’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	$43.9K	Hold	417	–	–	0.01%	151
2025 Q3	$35K	Sell	417 -947	-69%	-$78K	0.01%	155
2025 Q2	$108K	Sell	1,364 -8	-0.6%	-$636	0.03%	135
2025 Q1	$123K	Sell	1,372 -82	-6%	-$7.66K	0.03%	124
2024 Q4	$145K	Buy	1,454 +103	+8%	+$10.6K	0.04%	116
2024 Q3	$153K	Sell	1,351 -78	-5%	-$9.27K	0.04%	112
2024 Q2	$177K	Sell	1,429 -161	-10%	-$20.7K	0.05%	91
2024 Q1	$210K	Sell	1,590 -66	-4%	-$8.13K	0.06%	80
2023 Q4	$181K	Buy	1,656 +240	+17%	+$24.9K	0.06%	80
2023 Q3	$146K	Buy	1,416 +850	+150%	+$91.6K	0.06%	91
2023 Q2	$65.3K	Hold	566	–	–	0.03%	141
2023 Q1	$60.2K	Hold	566	–	–	0.04%	154
2022 Q4	$62.8K	Sell	566 -151	-21%	-$15.4K	0.04%	150
2022 Q3	$61.7K	Sell	717 -67	-9%	-$5.98K	0.06%	150
2022 Q2	$71.5K	Sell	784 -273	-26%	-$24.2K	0.06%	137
2022 Q1	$86.7K	Buy	1,057 +3	+0.3%	+$237	0.07%	141
2021 Q4	$80.8K	Buy	+1,054	New	+$84K	0.07%	163

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stephens Consulting's MRK Position: Q4 2025 in Review

Stephens Consulting held its Merck (MRK) position steady in Q4 2025 at 417 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #151.

Stephens Consulting first reported a position in MRK in Q4 2021 and has held it in 17 quarters since. The position peaked at $210K in Q1 2024. 3,660 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

Stephens Consulting held 417 shares of Merck worth $43.9K as of Q4 2025.
Stephens Consulting left its Merck share count unchanged in Q4 2025.
Merck made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #151 holding.
Stephens Consulting first reported a position in Merck in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Merck position peaked at $210K in Q1 2024.
3,660 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.