Zimmer Partners’s Merck MRK Stock Holding History

Zimmer Partners’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	-20,000	Closed	-$1.68M	–	151
2025 Q3	$1.68M	Buy	+20,000	New	+$1.65M	0.04%	128
2024 Q4	–	Sell	-205,400	Closed	-$23.3M	–	165
2024 Q3	$23.3M	Buy	205,400 +55,300	+37%	+$6.57M	0.43%	47
2024 Q2	$18.6M	Sell	150,100 -162,175	-52%	-$20.9M	0.34%	53
2024 Q1	$41.2M	Buy	312,275 +142,275	+84%	+$17.5M	0.88%	28
2023 Q4	$18.5M	Sell	170,000 -115,900	-41%	-$12M	0.68%	31
2023 Q3	$29.4M	Buy	+285,900	New	+$30.8M	0.76%	29

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Zimmer Partners's MRK Position: Q4 2025 in Review

Zimmer Partners sold out of Merck (MRK) in Q4 2025, closing a stake of 20,000 shares — an estimated $1.68M sold.

Zimmer Partners first reported a position in MRK in Q3 2023 and held it in 6 quarters. The position peaked at $41.2M in Q1 2024. 3,660 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

Zimmer Partners reported no remaining Merck position as of Q4 2025 after selling out during the quarter.
Zimmer Partners sold 20,000 Merck shares in Q4 2025, an estimated $1.68M.
Zimmer Partners first reported a position in Merck in Q3 2023 and held it in 6 quarters.
Zimmer Partners's Merck position peaked at $41.2M in Q1 2024.
3,660 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Zimmer Partners's 13F filing for Q4 2025, filed 17 Feb 2026.