Stonegate Management’s Merck MRK Stock Holding History

Stonegate 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 Q4	–	Sell	-10,245	Closed	-$868K	–	35
2025 Q3	$868K	Buy	+10,245	New	+$844K	0.58%	37

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

Stonegate Management's MRK Position: Q4 2025 in Review

Stonegate Management sold out of Merck (MRK) in Q4 2025, closing a stake of 10,245 shares — an estimated $868K sold.

Stonegate Management first reported a position in MRK in Q3 2025 and held it in 1 quarter. The position peaked at $868K in Q3 2025. 3,662 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

Stonegate Management reported no remaining Merck position as of Q4 2025 after selling out during the quarter.
Stonegate Management sold 10,245 Merck shares in Q4 2025, an estimated $868K.
Stonegate Management first reported a position in Merck in Q3 2025 and held it in 1 quarter.
Stonegate Management's Merck position peaked at $868K in Q3 2025.
3,662 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Stonegate Management's 13F filing for Q4 2025.