Tepp RIA’s Merck MRK Stock Holding History

Tepp RIA’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 Q2	–	Sell	-4,745	Closed	-$426K	–	30
2025 Q1	$426K	Sell	4,745 -548	-10%	-$51.2K	0.58%	14
2024 Q4	$527K	Buy	+5,293	New	+$546K	0.78%	14

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

Norges Bank Oslo, Norway $935B AUM

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

Tepp RIA's MRK Position: Q2 2025 in Review

Tepp RIA sold out of Merck (MRK) in Q2 2025, closing a stake of 4,745 shares — an estimated $426K sold.

Tepp RIA first reported a position in MRK in Q4 2024 and held it in 2 quarters. The position peaked at $527K in Q4 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Tepp RIA reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
Tepp RIA sold 4,745 Merck shares in Q2 2025, an estimated $426K.
Tepp RIA first reported a position in Merck in Q4 2024 and held it in 2 quarters.
Tepp RIA's Merck position peaked at $527K in Q4 2024.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Tepp RIA's 13F filing for Q2 2025, filed 15 Jul 2025.