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Towerpoint Wealth’s Merck MRK Stock Holding History

Towerpoint Wealth’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
-3,714
Closed -$312K – 93
2025
Q3 		$312K Sell
3,714
-230
-6% -$18.9K 0.13% 72
2025
Q2 		$312K Sell
3,944
-164
-4% -$13K 0.14% 72
2025
Q1 		$369K Buy
4,108
+1,463
+55% +$137K 0.18% 61
2024
Q4 		$263K Sell
2,645
-494
-16% -$50.9K 0.13% 71
2024
Q3 		$356K Sell
3,139
-25
-0.8% -$2.97K 0.17% 60
2024
Q2 		$392K Buy
3,164
+813
+35% +$105K 0.2% 57
2024
Q1 		$310K Sell
2,351
-4
-0.2% -$493 0.16% 64
2023
Q4 		$257K Buy
2,355
+18
+0.8% +$1.87K 0.14% 68
2023
Q3 		$241K Buy
2,337
+8
+0.3% +$862 0.14% 68
2023
Q2 		$269K Buy
2,329
+62
+3% +$7.04K 0.15% 70
2023
Q1 		$241K Sell
2,267
-35
-2% -$3.78K 0.14% 71
2022
Q4 		$255K Sell
2,302
-387
-14% -$39.6K 0.15% 73
2022
Q3 		$232K Buy
2,689
+43
+2% +$3.84K 0.14% 74
2022
Q2 		$241K Sell
2,646
-16
-0.6% -$1.42K 0.14% 76
2022
Q1 		$218K Buy
2,662
+24
+0.9% +$1.89K 0.11% 81
2021
Q4 		$202K Sell
2,638
-101
-4% -$8.04K 0.1% 80
2021
Q3 		$206K Buy
2,739
+12
+0.4% +$913 0.1% 74
2021
Q2 		$212K Sell
2,727
-214
-7% -$15.9K 0.11% 74
2021
Q1 		$216K Buy
2,941
+165
+6% +$12.2K 0.1% 70
2020
Q4 		$217K Sell
2,776
-320
-10% -$24.5K 0.11% 66
2020
Q3 		$245K Buy
3,096
+316
+11% +$24.8K 0.14% 52
2020
Q2 		$205K Buy
+2,780
New +$209K 0.13% 57

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Towerpoint Wealth's MRK Position: Q4 2025 in Review

Towerpoint Wealth sold out of Merck (MRK) in Q4 2025, closing a stake of 3,714 shares — an estimated $312K sold.

Towerpoint Wealth first reported a position in MRK in Q2 2020 and held it in 22 quarters. The position peaked at $392K in Q2 2024. 3,660 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

  • Towerpoint Wealth reported no remaining Merck position as of Q4 2025 after selling out during the quarter.
  • Towerpoint Wealth sold 3,714 Merck shares in Q4 2025, an estimated $312K.
  • Towerpoint Wealth first reported a position in Merck in Q2 2020 and held it in 22 quarters.
  • Towerpoint Wealth's Merck position peaked at $392K in Q2 2024.
  • 3,660 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Towerpoint Wealth's 13F filing for Q4 2025, filed 15 Jan 2026.