ZRP
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Zynergy Retirement Planning’s Merck MRK Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-3
Closed -$298 – 71
2025
Q1 		$298 Hold
3
– – ﹤0.01% 111
2024
Q4 		$341 Hold
3
– – ﹤0.01% 106
2024
Q3 		$341 Hold
3
– – ﹤0.01% 106
2024
Q2 		$371 Buy
+3
New +$386 ﹤0.01% 119

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Zynergy Retirement Planning's MRK Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Merck (MRK) in Q2 2025, closing a stake of 3 shares — an estimated $298 sold.

Zynergy Retirement Planning first reported a position in MRK in Q2 2024 and held it in 4 quarters. The position peaked at $371 in Q2 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 3 Merck shares in Q2 2025, an estimated $298.
  • Zynergy Retirement Planning first reported a position in Merck in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Merck position peaked at $371 in Q2 2024.
  • 3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.