MRK — MERCK & CO INC

Ownership history in Ethic Inc.  ·  25 quarters on record

This page tracks every 13F SEC filing in which Ethic Inc. reported a position in MERCK & CO INC (MRK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.23% (2020 Q1)
Avg. % of fund
0.81%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 318,145 +27,079 +9.3% 0.51% $33.5M $104.49
2025 Q3 REDUCED 291,066 -9,582 -3.2% 0.40% $24.4M $82.61
2025 Q2 ADDED 300,648 +8,003 +2.7% 0.43% $23.8M $77.15
2025 Q1 ADDED 292,645 +5,532 +1.9% 0.52% $25.5M $86.61
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MRK price (monthly, adj. close)

Other funds also holding MRK

As of 2025 Q4 — sorted by position size

Wallace Advisory Group, LLC 3Y 12.75% SECTOR GAMMA AS 3Y 7Y 8.73% Radnor Capital Management, LLC 3Y 7Y 8.12% KAHN BROTHERS GROUP INC 3Y 7Y 8.02% Slocum, Gordon & Co LLP 7.3% Atle Fund Management AB 3Y 7Y 6.57% Bruce & Co., Inc. 3Y 7Y 6.29% Smead Capital Management, Inc. 3Y 7Y 6.2% THORNBURG INVESTMENT MANAGEMENT INC 3Y 7Y 4.95% Round Hill Asset Management 3Y 7Y 4.82%
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