Swan Global Investments’s Merck MRK Stock Holding History

Swan Global Investments’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	-3,042	Closed	-$241K	–	82
2025 Q2	$241K	Buy	3,042 +494	+19%	+$39.3K	0.01%	66
2025 Q1	$229K	Buy	+2,548	New	+$238K	0.01%	55

Other funds holding MRK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Swan Global Investments's MRK Position: Q3 2025 in Review

Swan Global Investments sold out of Merck (MRK) in Q3 2025, closing a stake of 3,042 shares — an estimated $241K sold.

Swan Global Investments first reported a position in MRK in Q1 2025 and held it in 2 quarters. The position peaked at $241K in Q2 2025. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

Swan Global Investments reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
Swan Global Investments sold 3,042 Merck shares in Q3 2025, an estimated $241K.
Swan Global Investments first reported a position in Merck in Q1 2025 and held it in 2 quarters.
Swan Global Investments's Merck position peaked at $241K in Q2 2025.
3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Swan Global Investments's 13F filing for Q3 2025, filed 7 Nov 2025.