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Ruggaard & Associates’s Merck MRK Stock Holding History

Ruggaard & Associates’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
-2,017
Closed -$229K – 115
2024
Q3 		$229K Hold
2,017
– – 0.1% 109
2024
Q2 		$250K Hold
2,017
– – 0.12% 99
2024
Q1 		$266K Buy
2,017
+110
+6% +$13.6K 0.13% 98
2023
Q4 		$208K Buy
+1,907
New +$198K 0.11% 110
2023
Q3 		– Sell
-1,915
Closed -$221K – 113
2023
Q2 		$221K Hold
1,915
– – 0.13% 100
2023
Q1 		$204K Buy
+1,915
New +$207K 0.13% 100

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

Ruggaard & Associates's MRK Position: Q4 2024 in Review

Ruggaard & Associates sold out of Merck (MRK) in Q4 2024, closing a stake of 2,017 shares — an estimated $229K sold.

Ruggaard & Associates first reported a position in MRK in Q1 2023 and held it in 6 quarters. The position peaked at $266K in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Ruggaard & Associates reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • Ruggaard & Associates sold 2,017 Merck shares in Q4 2024, an estimated $229K.
  • Ruggaard & Associates first reported a position in Merck in Q1 2023 and held it in 6 quarters.
  • Ruggaard & Associates's Merck position peaked at $266K in Q1 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Ruggaard & Associates's 13F filing for Q4 2024, filed 13 Feb 2025.