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Stoneridge Investment Partners’s Merck MRK Stock Holding History

Stoneridge Investment Partners’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
-23,773
Closed -$2M – 152
2025
Q3 		$2M Buy
23,773
+3,548
+18% +$292K 1.37% 20
2025
Q2 		$1.6M Hold
20,225
– – 1.21% 24
2025
Q1 		$1.81M Sell
20,225
-1,034
-5% -$96.5K 1.53% 23
2024
Q4 		$2.12M Buy
+21,259
New +$2.19M 0.76% 39
2021
Q4 		– Sell
-68,406
Closed -$5.14M – 122
2021
Q3 		$5.14M Buy
+68,406
New +$5.2M 2.57% 9
2021
Q2 		– Sell
-60,030
Closed -$4.42M – 117
2021
Q1 		$4.42M Buy
60,030
+16,244
+37% +$1.2M 2.32% 9
2020
Q4 		$3.42M Buy
43,786
+38,897
+796% +$2.97M 1.98% 15
2020
Q3 		$387K Sell
4,889
-6,800
-58% -$533K 0.26% 89
2020
Q2 		$863K Sell
11,689
-21,082
-64% -$1.59M 0.36% 75
2020
Q1 		$2.41M Buy
32,771
+24,019
+274% +$1.89M 1.08% 30
2019
Q4 		$760K Sell
8,752
-209
-2% -$17.2K 0.26% 100
2019
Q3 		$720K Sell
8,961
-13,506
-60% -$1.08M 0.26% 96
2019
Q2 		$1.8M Buy
+22,467
New +$1.72M 0.64% 58
2019
Q1 		– Sell
-3,195
Closed -$233K – 128
2018
Q4 		$233K Sell
3,195
-368
-10% -$26K 0.07% 117
2018
Q3 		$241K Buy
+3,563
New +$227K 0.05% 120
2018
Q1 		– Sell
-146,983
Closed -$7.89M – 235
2017
Q4 		$7.89M Sell
146,983
-7,650
-5% -$424K 1.26% 24
2017
Q3 		$9.45M Buy
+154,633
New +$9.37M 1.49% 13
2016
Q3 		– Sell
-17,318
Closed -$952K – 301
2016
Q2 		$952K Buy
17,318
+7,650
+79% +$407K 0.14% 177
2016
Q1 		$488K Hold
9,668
– – 0.07% 211
2015
Q4 		$487K Hold
9,668
– – 0.07% 213
2015
Q3 		$456K Sell
9,668
-34,218
-78% -$1.82M 0.06% 207
2015
Q2 		$2.38M Buy
+43,886
New +$2.46M 0.29% 101

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

Stoneridge Investment Partners's MRK Position: Q4 2025 in Review

Stoneridge Investment Partners sold out of Merck (MRK) in Q4 2025, closing a stake of 23,773 shares — an estimated $2M sold.

Stoneridge Investment Partners first reported a position in MRK in Q2 2015 and held it in 22 quarters. The position peaked at $9.45M in Q3 2017. 3,652 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

  • Stoneridge Investment Partners reported no remaining Merck position as of Q4 2025 after selling out during the quarter.
  • Stoneridge Investment Partners sold 23,773 Merck shares in Q4 2025, an estimated $2M.
  • Stoneridge Investment Partners first reported a position in Merck in Q2 2015 and held it in 22 quarters.
  • Stoneridge Investment Partners's Merck position peaked at $9.45M in Q3 2017.
  • 3,652 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Stoneridge Investment Partners's 13F filing for Q4 2025, filed 5 Feb 2026.