TruNorth Capital Management’s Merck MRK Stock Holding History

TruNorth Capital Management’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	-242	Closed	-$20.3K	–	284
2025 Q3	$20.3K	Buy	242 +70	+41%	+$5.77K	﹤0.01%	287
2025 Q2	$13.6K	Sell	172 -72	-30%	-$5.72K	﹤0.01%	270
2025 Q1	$21.9K	Sell	244 -72	-23%	-$6.72K	0.01%	296
2024 Q4	$31.4K	Buy	316 +144	+84%	+$14.8K	0.01%	195
2024 Q3	$19.5K	Buy	172 +32	+23%	+$3.8K	0.01%	235
2024 Q2	$17.3K	Buy	140 +84	+150%	+$10.8K	0.01%	211
2024 Q1	$7.39K	Buy	+56	New	+$6.9K	﹤0.01%	192

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

TruNorth Capital Management's MRK Position: Q4 2025 in Review

TruNorth Capital Management sold out of Merck (MRK) in Q4 2025, closing a stake of 242 shares — an estimated $20.3K sold.

TruNorth Capital Management first reported a position in MRK in Q1 2024 and held it in 7 quarters. The position peaked at $31.4K in Q4 2024. 3,653 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

TruNorth Capital Management reported no remaining Merck position as of Q4 2025 after selling out during the quarter.
TruNorth Capital Management sold 242 Merck shares in Q4 2025, an estimated $20.3K.
TruNorth Capital Management first reported a position in Merck in Q1 2024 and held it in 7 quarters.
TruNorth Capital Management's Merck position peaked at $31.4K in Q4 2024.
3,653 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.