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Stonegate Investment Group’s Merck MRK Stock Holding History

Stonegate Investment 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 		$2.54M Sell
30,287
-336
-1% -$27.7K 0.06% 120
2025
Q2 		$2.42M Sell
30,623
-247
-0.8% -$19.6K 0.06% 124
2025
Q1 		$2.77M Buy
30,870
+3,216
+12% +$300K 0.07% 100
2024
Q4 		$2.75M Buy
27,654
+1,008
+4% +$104K 0.07% 102
2024
Q3 		$3.03M Buy
26,646
+74
+0.3% +$8.79K 0.08% 95
2024
Q2 		$3.29M Buy
26,572
+1,657
+7% +$213K 0.1% 86
2024
Q1 		$3.29M Buy
24,915
+79
+0.3% +$9.74K 0.1% 92
2023
Q4 		$2.71M Buy
24,836
+390
+2% +$40.5K 0.09% 91
2023
Q3 		$2.52M Sell
24,446
-10,475
-30% -$1.13M 0.09% 90
2023
Q2 		$4.03M Sell
34,921
-222
-0.6% -$25.2K 0.14% 74
2023
Q1 		$3.74M Buy
35,143
+487
+1% +$52.6K 0.14% 76
2022
Q4 		$3.85M Sell
34,656
-313
-0.9% -$32K 0.17% 71
2022
Q3 		$3.01M Sell
34,969
-38
-0.1% -$3.39K 0.14% 89
2022
Q2 		$3.19M Buy
35,007
+4,329
+14% +$384K 0.14% 87
2022
Q1 		$2.52M Sell
30,678
-3,160
-9% -$249K 0.08% 88
2021
Q4 		$2.59M Buy
+33,838
New +$2.7M 0.11% 87

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

Stonegate Investment Group's MRK Position: Q3 2025 in Review

Stonegate Investment Group reduced its Merck (MRK) stake by 1.1% in Q3 2025, selling an estimated $27.7K and leaving 30,287 shares worth $2.54M. The position accounts for 0.06% of the portfolio, ranked #120.

Stonegate Investment Group first reported a position in MRK in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.03M in Q2 2023. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Stonegate Investment Group held 30,287 shares of Merck worth $2.54M as of Q3 2025.
  • Stonegate Investment Group sold 336 Merck shares in Q3 2025, an estimated $27.7K.
  • Merck made up 0.06% of Stonegate Investment Group's portfolio in Q3 2025, its #120 holding.
  • Stonegate Investment Group first reported a position in Merck in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Merck position peaked at $4.03M in Q2 2023.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.