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WealthTrak Capital Management’s Merck MRK Stock Holding History

WealthTrak 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
Q3 		– Sell
-232
Closed -$18.4K – 598
2025
Q2 		$18.4K Sell
232
-153
-40% -$12.2K 0.02% 145
2025
Q1 		$34.6K Buy
385
+30
+8% +$2.8K 0.03% 119
2024
Q4 		$35.3K Buy
+355
New +$36.6K 0.03% 113

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthTrak Capital Management's MRK Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Merck (MRK) in Q3 2025, closing a stake of 232 shares — an estimated $18.4K sold.

WealthTrak Capital Management first reported a position in MRK in Q4 2024 and held it in 3 quarters. The position peaked at $35.3K in Q4 2024. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 232 Merck shares in Q3 2025, an estimated $18.4K.
  • WealthTrak Capital Management first reported a position in Merck in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Merck position peaked at $35.3K in Q4 2024.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.