Householder Group Estate & Retirement Specialist’s Merck MRK Stock Holding History

Householder Group Estate & Retirement Specialist’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	$361K	Sell	3,636 -4,613	-56%	-$476K	0.27%	63
2024 Q3	$936K	Sell	8,249 -233	-3%	-$27.7K	0.27%	81
2024 Q2	$1.05M	Buy	8,482 +19	+0.2%	+$2.45K	0.29%	74
2024 Q1	$1.12M	Buy	8,463 +215	+3%	+$26.5K	0.33%	65
2023 Q4	$899K	Buy	8,248 +220	+3%	+$22.8K	0.3%	69
2023 Q3	$827K	Buy	+8,028	New	+$865K	0.3%	71
2023 Q1	$922K	Buy	8,666 +52	+0.6%	+$5.61K	0.35%	64
2022 Q4	$955K	Buy	8,614 +175	+2%	+$17.9K	1.42%	15
2022 Q3	$726K	Sell	8,439 -1	-0%	-$89	0.3%	72
2022 Q2	$770K	Buy	8,440 +62	+0.7%	+$5.5K	0.34%	65
2022 Q1	$687K	Buy	8,378 +181	+2%	+$14.3K	0.28%	98
2021 Q4	$628K	Buy	+8,197	New	+$653K	0.23%	109

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 $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

Householder Group Estate & Retirement Specialist's MRK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Merck (MRK) stake by 56% in Q4 2024, selling an estimated $476K and leaving 3,636 shares worth $361K. The position accounts for 0.27% of the portfolio, ranked #63.

Householder Group Estate & Retirement Specialist first reported a position in MRK in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.12M in Q1 2024. 3,609 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

Householder Group Estate & Retirement Specialist held 3,636 shares of Merck worth $361K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 4,613 Merck shares in Q4 2024, an estimated $476K.
Merck made up 0.27% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #63 holding.
Householder Group Estate & Retirement Specialist first reported a position in Merck in Q4 2021 and has held it in 12 quarters since.
Householder Group Estate & Retirement Specialist's Merck position peaked at $1.12M in Q1 2024.
3,609 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.