Vishria Bird Financial Group’s Merck MRK Stock Holding History

Vishria Bird Financial 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
2025 Q3	$514K	Buy	6,119 +364	+6%	+$30K	0.1%	64
2025 Q2	$456K	Hold	5,755	–	–	0.15%	59
2025 Q1	$517K	Hold	5,755	–	–	0.18%	52
2024 Q4	$573K	Sell	5,755 -17	-0.3%	-$1.75K	0.2%	51
2024 Q3	$655K	Buy	5,772 +896	+18%	+$106K	0.25%	44
2024 Q2	$604K	Buy	4,876 +17	+0.3%	+$2.19K	0.25%	39
2024 Q1	$641K	Buy	4,859 +1,413	+41%	+$174K	0.27%	38
2023 Q4	$376K	Hold	3,446	–	–	0.18%	45
2023 Q3	$355K	Hold	3,446	–	–	0.2%	43
2023 Q2	$398K	Hold	3,446	–	–	0.24%	39
2023 Q1	$367K	Hold	3,446	–	–	0.23%	40
2022 Q4	$382K	Sell	3,446 -127	-4%	-$13K	0.27%	38
2022 Q3	$308K	Hold	3,573	–	–	0.21%	41
2022 Q2	$326K	Hold	3,573	–	–	0.22%	41
2022 Q1	$293K	Hold	3,573	–	–	0.16%	49
2021 Q4	$274K	Hold	3,573	–	–	0.13%	58
2021 Q3	$268K	Hold	3,573	–	–	0.14%	53
2021 Q2	$278K	Sell	3,573 -172	-5%	-$12.8K	0.14%	51
2021 Q1	$275K	Sell	3,745 -83	-2%	-$6.12K	0.15%	46
2020 Q4	$299K	Hold	3,828	–	–	0.17%	40
2020 Q3	$303K	Hold	3,828	–	–	0.19%	37
2020 Q2	$282K	Hold	3,828	–	–	0.22%	31
2020 Q1	$281K	Sell	3,828 -944	-20%	-$74.2K	0.29%	32
2019 Q4	$414K	Hold	4,772	–	–	0.4%	24
2019 Q3	$383K	Buy	4,772 +320	+7%	+$25.6K	0.44%	28
2019 Q2	$356K	Buy	4,452 +84	+2%	+$6.43K	0.36%	31
2019 Q1	$347K	Hold	4,368	–	–	0.35%	33
2018 Q4	$318K	Hold	4,368	–	–	0.35%	35
2018 Q3	$296K	Hold	4,368	–	–	0.25%	36
2018 Q2	$253K	Buy	+4,368	New	+$246K	0.23%	40

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vishria Bird Financial Group's MRK Position: Q3 2025 in Review

Vishria Bird Financial Group increased its Merck (MRK) stake by 6.3% in Q3 2025, buying an estimated $30K and bringing the position to 6,119 shares worth $514K. The position accounts for 0.1% of the portfolio, ranked #64.

Vishria Bird Financial Group first reported a position in MRK in Q2 2018 and has held it in 30 quarters since. The position peaked at $655K in Q3 2024. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

Vishria Bird Financial Group held 6,119 shares of Merck worth $514K as of Q3 2025.
Vishria Bird Financial Group bought 364 Merck shares in Q3 2025, an estimated $30K.
Merck made up 0.1% of Vishria Bird Financial Group's portfolio in Q3 2025, its #64 holding.
Vishria Bird Financial Group first reported a position in Merck in Q2 2018 and has held it in 30 quarters since.
Vishria Bird Financial Group's Merck position peaked at $655K in Q3 2024.
3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.