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Schechter Investment Advisors’s Merck MRK Stock Holding History

Schechter Investment Advisors’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 		$26.1M Sell
291,300
-852
-0.3% -$79.5K 2.15% 10
2024
Q4 		$29.1M Sell
292,152
-2,159
-0.7% -$223K 2.23% 8
2024
Q3 		$33.4M Sell
294,311
-983
-0.3% -$117K 2.46% 4
2024
Q2 		$36.6M Buy
295,294
+253
+0.1% +$32.6K 2.75% 4
2024
Q1 		$38.9M Sell
295,041
-61
-0% -$7.52K 2.91% 4
2023
Q4 		$32.2M Sell
295,102
-1,095
-0.4% -$114K 2.79% 2
2023
Q3 		$30.5M Sell
296,197
-674
-0.2% -$72.6K 2.95% 4
2023
Q2 		$34.3M Buy
296,871
+63,036
+27% +$7.16M 3.08% 2
2023
Q1 		$24.9M Sell
233,835
-2,896
-1% -$313K 2.3% 4
2022
Q4 		$26.3M Sell
236,731
-733
-0.3% -$74.9K 2.4% 3
2022
Q3 		$20.5M Buy
237,464
+64,519
+37% +$5.76M 2.02% 4
2022
Q2 		$15.8M Buy
172,945
+1,279
+0.7% +$113K 1.53% 6
2022
Q1 		$14.1M Buy
171,666
+5,338
+3% +$421K 1.31% 7
2021
Q4 		$12.7M Buy
+166,328
New +$13.2M 1.15% 9

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
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

Schechter Investment Advisors's MRK Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Merck (MRK) stake by 0.29% in Q1 2025, selling an estimated $79.5K and leaving 291,300 shares worth $26.1M. The position accounts for 2.15% of the portfolio, ranked #10.

Schechter Investment Advisors first reported a position in MRK in Q4 2021 and has held it in 14 quarters since. The position peaked at $38.9M in Q1 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Schechter Investment Advisors held 291,300 shares of Merck worth $26.1M as of Q1 2025.
  • Schechter Investment Advisors sold 852 Merck shares in Q1 2025, an estimated $79.5K.
  • Merck made up 2.15% of Schechter Investment Advisors's portfolio in Q1 2025, its #10 holding.
  • Schechter Investment Advisors first reported a position in Merck in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Merck position peaked at $38.9M in Q1 2024.
  • 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.