Scholtz & Company’s Merck MRK Stock Holding History

Scholtz & Company’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	-1,947	Closed	-$221K	–	56
2024 Q3	$221K	Sell	1,947 -1,195	-38%	-$142K	0.1%	49
2024 Q2	$389K	Sell	3,142 -230	-7%	-$29.6K	0.17%	45
2024 Q1	$445K	Sell	3,372 -2,755	-45%	-$340K	0.2%	43
2023 Q4	$668K	Buy	+6,127	New	+$636K	0.33%	43
2023 Q3	–	Sell	-1,854	Closed	-$214K	–	45
2023 Q2	$214K	Buy	+1,854	New	+$211K	0.13%	36
2014 Q4	–	Sell	-4,402	Closed	-$249K	–	60
2014 Q3	$249K	Sell	4,402 -1,886	-30%	-$106K	0.25%	53
2014 Q2	$347K	Hold	6,288	–	–	0.33%	52
2014 Q1	$341K	Buy	+6,288	New	+$326K	0.37%	55

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

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

Scholtz & Company's MRK Position: Q4 2024 in Review

Scholtz & Company sold out of Merck (MRK) in Q4 2024, closing a stake of 1,947 shares — an estimated $221K sold.

Scholtz & Company first reported a position in MRK in Q1 2014 and held it in 8 quarters. The position peaked at $668K in Q4 2023. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

Scholtz & Company reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
Scholtz & Company sold 1,947 Merck shares in Q4 2024, an estimated $221K.
Scholtz & Company first reported a position in Merck in Q1 2014 and held it in 8 quarters.
Scholtz & Company's Merck position peaked at $668K in Q4 2023.
3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Scholtz & Company's 13F filing for Q4 2024, filed 12 Feb 2025.