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Advisory Research’s Merck MRK Stock Holding History

Advisory Research’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
2024
Q4 		– Sell
-103,765
Closed -$11.8M – 159
2024
Q3 		$11.8M Buy
103,765
+3,415
+3% +$406K 2.09% 12
2024
Q2 		$12.4M Buy
100,350
+24,753
+33% +$3.19M 2.34% 10
2024
Q1 		$9.98M Buy
75,597
+30,489
+68% +$3.76M 1.98% 16
2023
Q4 		$4.92M Sell
45,108
-32,009
-42% -$3.32M 0.76% 31
2023
Q3 		$7.94M Sell
77,117
-2,362
-3% -$255K 1.1% 18
2023
Q2 		$9.17M Buy
+79,479
New +$9.02M 1.18% 16
2019
Q4 		– Sell
-24,039
Closed -$1.93M – 326
2019
Q3 		$1.93M Sell
24,039
-367
-2% -$29.4K 0.09% 126
2019
Q2 		$1.95M Buy
+24,406
New +$1.87M 0.04% 195
2017
Q3 		– Sell
-3,384
Closed -$207K – 460
2017
Q2 		$207K Sell
3,384
-148
-4% -$9.01K ﹤0.01% 421
2017
Q1 		$214K Sell
3,532
-201
-5% -$12.2K ﹤0.01% 393
2016
Q4 		$210K Sell
3,733
-2,224
-37% -$130K ﹤0.01% 354
2016
Q3 		$355K Sell
5,957
-86
-1% -$5.03K 0.01% 229
2016
Q2 		$332K Sell
6,043
-89
-1% -$4.74K 0.01% 229
2016
Q1 		$310K Sell
6,132
-228
-4% -$11.2K 0.01% 233
2015
Q4 		$321K Buy
6,360
+27
+0.4% +$1.36K ﹤0.01% 254
2015
Q3 		$298K Sell
6,333
-9
-0.1% -$478 ﹤0.01% 284
2015
Q2 		$345K Sell
6,342
-451
-7% -$25.3K ﹤0.01% 300
2015
Q1 		$373K Buy
6,793
+159
+2% +$9K ﹤0.01% 304
2014
Q4 		$359K Buy
6,634
+76
+1% +$4.23K ﹤0.01% 310
2014
Q3 		$371K Buy
+6,558
New +$368K ﹤0.01% 301
2014
Q2 		– Sell
-6,620
Closed -$359K – 549
2014
Q1 		$359K Sell
6,620
-16,727
-72% -$866K ﹤0.01% 303
2013
Q4 		$1.11M Sell
23,347
-7,030
-23% -$321K 0.01% 238
2013
Q3 		$1.38M Sell
30,377
-417,279
-93% -$19.1M 0.01% 221
2013
Q2 		$19.8M Buy
+447,656
New +$20M 0.22% 117

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Research's MRK Position: Q4 2024 in Review

Advisory Research sold out of Merck (MRK) in Q4 2024, closing a stake of 103,765 shares — an estimated $11.8M sold.

Advisory Research first reported a position in MRK in Q2 2013 and held it in 24 quarters. The position peaked at $19.8M in Q2 2013. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Advisory Research reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • Advisory Research sold 103,765 Merck shares in Q4 2024, an estimated $11.8M.
  • Advisory Research first reported a position in Merck in Q2 2013 and held it in 24 quarters.
  • Advisory Research's Merck position peaked at $19.8M in Q2 2013.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Advisory Research's 13F filing for Q4 2024, filed 13 Feb 2025.