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Schear Investment Advisers’s Merck MRK Stock Holding History

Schear Investment Advisers’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
Q2 		– Sell
-8,023
Closed -$720K – 88
2025
Q1 		$720K Sell
8,023
-246
-3% -$23K 0.41% 65
2024
Q4 		$823K Sell
8,269
-2,313
-22% -$238K 0.44% 63
2024
Q3 		$1.2M Buy
10,582
+1,565
+17% +$186K 0.74% 48
2024
Q2 		$1.12M Buy
9,017
+2,377
+36% +$306K 0.81% 41
2024
Q1 		$876K Buy
6,640
+3,407
+105% +$420K 0.7% 53
2023
Q4 		$352K Buy
3,233
+445
+16% +$46.2K 0.34% 67
2023
Q3 		$287K Hold
2,788
– – 0.31% 71
2023
Q2 		$322K Buy
2,788
+413
+17% +$46.9K 0.34% 72
2023
Q1 		$253K Hold
2,375
– – 0.3% 78
2022
Q4 		$264K Buy
+2,375
New +$243K 0.33% 84

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schear Investment Advisers's MRK Position: Q2 2025 in Review

Schear Investment Advisers sold out of Merck (MRK) in Q2 2025, closing a stake of 8,023 shares — an estimated $720K sold.

Schear Investment Advisers first reported a position in MRK in Q4 2022 and held it in 10 quarters. The position peaked at $1.2M in Q3 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Schear Investment Advisers reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
  • Schear Investment Advisers sold 8,023 Merck shares in Q2 2025, an estimated $720K.
  • Schear Investment Advisers first reported a position in Merck in Q4 2022 and held it in 10 quarters.
  • Schear Investment Advisers's Merck position peaked at $1.2M in Q3 2024.
  • 3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Schear Investment Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.