Ullmann Wealth Partners Group’s Merck MRK Stock Holding History

Ullmann Wealth Partners Group’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
2026 Q1	$573K	Buy	4,760 +1,081	+29%	+$125K	0.06%	97
2025 Q4	$316K	Buy	3,679 +168	+5%	+$15.8K	0.03%	126
2025 Q3	$295K	Sell	3,511 -95	-3%	-$7.83K	0.03%	126
2025 Q2	$285K	Sell	3,606 -95	-3%	-$7.55K	0.03%	122
2025 Q1	$332K	Buy	3,701 +1,021	+38%	+$95.3K	0.04%	108
2024 Q4	$267K	Sell	2,680 -360	-12%	-$37.1K	0.03%	118
2024 Q3	$345K	Buy	3,040 +407	+15%	+$48.4K	0.04%	107
2024 Q2	$326K	Buy	2,633 +385	+17%	+$49.6K	0.05%	92
2024 Q1	$297K	Buy	2,248 +199	+10%	+$24.5K	0.04%	91
2023 Q4	$223K	Buy	+2,049	New	+$213K	0.04%	98
2017 Q3	–	Sell	-260	Closed	-$15K	–	103
2017 Q2	$15K	Hold	260	–	–	0.01%	130
2017 Q1	$15K	Buy	+260	New	+$15.8K	0.01%	122

Other funds holding MRK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Wellington Management Group

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

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