Rothschild Capital Partners’s Merck MRK Stock Holding History

Rothschild Capital Partners’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 Q1	–	Sell	-62,026	Closed	-$6.17M	–	100
2024 Q4	$6.17M	Buy	62,026 +65	+0.1%	+$6.7K	1.5%	21
2024 Q3	$7.04M	Buy	61,961 +508	+0.8%	+$60.4K	1.96%	17
2024 Q2	$7.61M	Hold	61,453	–	–	2.17%	18
2024 Q1	$8.11M	Hold	61,453	–	–	2.36%	17
2023 Q4	$6.7M	Sell	61,453 -53	-0.1%	-$5.5K	2.11%	19
2023 Q3	$6.33M	Hold	61,506	–	–	2.48%	17
2023 Q2	$7.1M	Hold	61,506	–	–	2.62%	16
2023 Q1	$6.54M	Buy	61,506 +35	+0.1%	+$3.78K	2.68%	15
2022 Q4	$6.81M	Buy	61,471 +18	+0%	+$1.84K	2.88%	17
2022 Q3	$5.29M	Hold	61,453	–	–	2.43%	19
2022 Q2	$5.6M	Hold	61,453	–	–	2.34%	19
2022 Q1	$5.04M	Sell	61,453 -2,367	-4%	-$187K	1.77%	23
2021 Q4	$4.89M	Buy	63,820 +2,061	+3%	+$164K	1.46%	23
2021 Q3	$4.64M	Buy	61,759 +1,170	+2%	+$89K	1.48%	23
2021 Q2	$4.71M	Sell	60,589 -5,093	-8%	-$379K	1.51%	25
2021 Q1	$4.83M	Sell	65,682 -28	-0%	-$2.06K	1.63%	23
2020 Q4	$5.13M	Buy	+65,710	New	+$5.03M	1.84%	22

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Rothschild Capital Partners's MRK Position: Q1 2025 in Review

Rothschild Capital Partners sold out of Merck (MRK) in Q1 2025, closing a stake of 62,026 shares — an estimated $6.17M sold.

Rothschild Capital Partners first reported a position in MRK in Q4 2020 and held it in 17 quarters. The position peaked at $8.11M in Q1 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Rothschild Capital Partners reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Rothschild Capital Partners sold 62,026 Merck shares in Q1 2025, an estimated $6.17M.
Rothschild Capital Partners first reported a position in Merck in Q4 2020 and held it in 17 quarters.
Rothschild Capital Partners's Merck position peaked at $8.11M in Q1 2024.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Rothschild Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.