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Willow Creek Wealth Management’s Merck MRK Stock Holding History

Willow Creek Wealth 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 		$342K Buy
4,079
+198
+5% +$16.3K 0.03% 131
2025
Q2 		$307K Sell
3,881
-260
-6% -$20.7K 0.03% 138
2025
Q1 		$372K Sell
4,141
-29
-0.7% -$2.71K 0.04% 109
2024
Q4 		$415K Buy
4,170
+613
+17% +$63.2K 0.04% 97
2024
Q3 		$404K Sell
3,557
-292
-8% -$34.7K 0.04% 101
2024
Q2 		$477K Buy
3,849
+296
+8% +$38.1K 0.05% 86
2024
Q1 		$469K Buy
3,553
+22
+0.6% +$2.71K 0.05% 88
2023
Q4 		$385K Buy
3,531
+781
+28% +$81.1K 0.05% 93
2023
Q3 		$283K Buy
2,750
+4
+0.1% +$431 0.04% 111
2023
Q2 		$317K Buy
2,746
+35
+1% +$3.97K 0.04% 112
2023
Q1 		$288K Buy
2,711
+82
+3% +$8.85K 0.04% 106
2022
Q4 		$292K Buy
+2,629
New +$269K 0.05% 100
2022
Q3 		– Sell
-2,226
Closed -$203K – 129
2022
Q2 		$203K Buy
+2,226
New +$197K 0.04% 119

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Willow Creek Wealth Management's MRK Position: Q3 2025 in Review

Willow Creek Wealth Management increased its Merck (MRK) stake by 5.1% in Q3 2025, buying an estimated $16.3K and bringing the position to 4,079 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #131.

Willow Creek Wealth Management first reported a position in MRK in Q2 2022 and has held it in 13 quarters since. The position peaked at $477K in Q2 2024. 3,316 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Willow Creek Wealth Management held 4,079 shares of Merck worth $342K as of Q3 2025.
  • Willow Creek Wealth Management bought 198 Merck shares in Q3 2025, an estimated $16.3K.
  • Merck made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #131 holding.
  • Willow Creek Wealth Management first reported a position in Merck in Q2 2022 and has held it in 13 quarters since.
  • Willow Creek Wealth Management's Merck position peaked at $477K in Q2 2024.
  • 3,316 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.