Tri Locum Partners’s Merck MRK Stock Holding History

Tri Locum 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	-446,874	Closed	-$37.5M	–	20
2025 Q3	$37.5M	Buy	+446,874	New	+$36.8M	8.62%	3
2024 Q2	–	Sell	-119,200	Closed	-$15.7M	–	33
2024 Q1	$15.7M	Buy	+119,200	New	+$14.7M	5.45%	7
2023 Q2	–	Sell	-114,242	Closed	-$12.2M	–	73
2023 Q1	$12.2M	Sell	114,242 -12,670	-10%	-$1.37M	3.7%	11
2022 Q4	$14.1M	Buy	+126,912	New	+$13M	5.7%	5
2021 Q4	–	Sell	-181,765	Closed	-$13.7M	–	49
2021 Q3	$13.7M	Buy	+181,765	New	+$13.8M	5.43%	7
2021 Q1	–	Sell	-3,805	Closed	-$297K	–	64
2020 Q4	$297K	Buy	+3,805	New	+$291K	0.11%	48

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

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

Norges Bank Oslo, Norway $935B AUM

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

Tri Locum Partners's MRK Position: Q4 2025 in Review

Tri Locum Partners sold out of Merck (MRK) in Q4 2025, closing a stake of 446,874 shares — an estimated $37.5M sold.

Tri Locum Partners first reported a position in MRK in Q4 2020 and held it in 6 quarters. The position peaked at $37.5M in Q3 2025. 3,651 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

Tri Locum Partners reported no remaining Merck position as of Q4 2025 after selling out during the quarter.
Tri Locum Partners sold 446,874 Merck shares in Q4 2025, an estimated $37.5M.
Tri Locum Partners first reported a position in Merck in Q4 2020 and held it in 6 quarters.
Tri Locum Partners's Merck position peaked at $37.5M in Q3 2025.
3,651 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Tri Locum Partners's 13F filing for Q4 2025, filed 17 Feb 2026.