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Strategic Wealth Investment Group’s Merck MRK Stock Holding History

Strategic Wealth 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 		– Sell
-36
Closed -$2.85K – 175
2025
Q2 		$2.85K Buy
+36
New +$2.86K ﹤0.01% 113
2025
Q1 		– Sell
-55,838
Closed -$5.55M – 92
2024
Q4 		$5.55M Buy
55,838
+2,055
+4% +$212K 0.61% 45
2024
Q3 		$6.17M Buy
53,783
+47,586
+768% +$5.65M 0.66% 50
2024
Q2 		$793K Buy
+6,197
New +$798K 0.1% 80
2023
Q4 		$695K Buy
6,379
+613
+11% +$63.6K 0.1% 63
2023
Q3 		$594K Sell
5,766
-176
-3% -$19K 0.11% 66
2023
Q2 		$686K Buy
+5,942
New +$675K 0.11% 79

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

Strategic Wealth Investment Group's MRK Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of Merck (MRK) in Q3 2025, closing a stake of 36 shares — an estimated $2.85K sold.

Strategic Wealth Investment Group first reported a position in MRK in Q2 2023 and held it in 7 quarters. The position peaked at $6.17M in Q3 2024. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 36 Merck shares in Q3 2025, an estimated $2.85K.
  • Strategic Wealth Investment Group first reported a position in Merck in Q2 2023 and held it in 7 quarters.
  • Strategic Wealth Investment Group's Merck position peaked at $6.17M in Q3 2024.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.