Cassady Schiller Wealth Management’s Merck MRK Stock Holding History

Cassady Schiller 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
2024 Q4	$117K	Buy	1,176 +137	+13%	+$14.1K	0.04%	153
2024 Q3	$118K	Hold	1,039	–	–	0.04%	150
2024 Q2	$129K	Sell	1,039 -652	-39%	-$84K	0.05%	139
2024 Q1	$223K	Buy	1,691 +9	+0.5%	+$1.11K	0.1%	109
2023 Q4	$183K	Sell	1,682 -70	-4%	-$7.27K	0.09%	115
2023 Q3	$180K	Sell	1,752 -78	-4%	-$8.41K	0.1%	109
2023 Q2	$211K	Buy	1,830 +161	+10%	+$18.3K	0.11%	102
2023 Q1	$178K	Hold	1,669	–	–	0.08%	110
2022 Q4	$185K	Buy	+1,669	New	+$171K	0.11%	103
2022 Q1	–	Sell	-1,307	Closed	-$100K	–	408
2021 Q4	$100K	Buy	+1,307	New	+$104K	0.06%	131

Other funds holding MRK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's MRK Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Merck (MRK) stake by 13% in Q4 2024, buying an estimated $14.1K and bringing the position to 1,176 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #153.

Cassady Schiller Wealth Management first reported a position in MRK in Q4 2021 and has held it in 10 quarters since. The position peaked at $223K in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

Cassady Schiller Wealth Management held 1,176 shares of Merck worth $117K as of Q4 2024.
Cassady Schiller Wealth Management bought 137 Merck shares in Q4 2024, an estimated $14.1K.
Merck made up 0.04% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #153 holding.
Cassady Schiller Wealth Management first reported a position in Merck in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Merck position peaked at $223K in Q1 2024.
3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.