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Scissortail Wealth Management’s Merck MRK Stock Holding History

Scissortail Wealth Management’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
-40,996
Closed -$3.68M – 114
2025
Q1 		$3.68M Buy
40,996
+1,732
+4% +$162K 0.95% 38
2024
Q4 		$3.91M Buy
39,264
+38,872
+9,916% +$4.01M 1% 36
2024
Q3 		$4.24M Sell
392
-35,845
-99% -$4.26M 1.03% 37
2024
Q2 		$4.49M Buy
36,237
+250
+0.7% +$32.2K 1.14% 29
2024
Q1 		$4.75M Sell
35,987
-27,307
-43% -$3.37M 1.25% 27
2023
Q4 		$7.68M Buy
63,294
+29,304
+86% +$3.04M 2.43% 10
2023
Q3 		$3.49M Buy
+33,990
New +$3.66M 2.75% 16
2023
Q2 		– Sell
-39,951
Closed -$4.25M – 46
2023
Q1 		$4.25M Sell
39,951
-28,513
-42% -$3.08M 3.83% 8
2022
Q4 		$7.43M Buy
68,464
+28,905
+73% +$2.95M 4.3% 4
2022
Q3 		$3.93M Buy
39,559
+9,403
+31% +$839K 2.04% 12
2022
Q2 		$2.31M Sell
30,156
-8,011
-21% -$710K 0.89% 38
2022
Q1 		$3.49M Buy
38,167
+8,011
+27% +$632K 1.72% 18
2021
Q4 		$2.31M Buy
+30,156
New +$2.4M 0.89% 38

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

Scissortail Wealth Management's MRK Position: Q2 2025 in Review

Scissortail Wealth Management sold out of Merck (MRK) in Q2 2025, closing a stake of 40,996 shares — an estimated $3.68M sold.

Scissortail Wealth Management first reported a position in MRK in Q4 2021 and held it in 13 quarters. The position peaked at $7.68M in Q4 2023. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Scissortail Wealth Management reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
  • Scissortail Wealth Management sold 40,996 Merck shares in Q2 2025, an estimated $3.68M.
  • Scissortail Wealth Management first reported a position in Merck in Q4 2021 and held it in 13 quarters.
  • Scissortail Wealth Management's Merck position peaked at $7.68M in Q4 2023.
  • 3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Scissortail Wealth Management's 13F filing for Q2 2025, filed 15 Aug 2025.