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Suncoast Equity Management’s Merck MRK Stock Holding History

Suncoast Equity 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
Q1 		– Sell
-19,953
Closed -$1.98M – 84
2024
Q4 		$1.98M Sell
19,953
-22
-0.1% -$2.27K 0.22% 32
2024
Q3 		$2.27M Sell
19,975
-162,380
-89% -$19.3M 0.26% 32
2024
Q2 		$22.6M Buy
182,355
+4,474
+3% +$576K 2.5% 18
2024
Q1 		$23.5M Buy
177,881
+12,388
+7% +$1.53M 2.75% 17
2023
Q4 		$18M Buy
165,493
+1,886
+1% +$196K 2.38% 17
2023
Q3 		$16.8M Buy
163,607
+4,252
+3% +$458K 2.55% 19
2023
Q2 		$18.4M Buy
159,355
+1,784
+1% +$203K 2.76% 16
2023
Q1 		$16.8M Sell
157,571
-107,225
-40% -$11.6M 2.82% 17
2022
Q4 		$29.4M Sell
264,796
-7,618
-3% -$779K 5.39% 6
2022
Q3 		$23.5M Sell
272,414
-18,507
-6% -$1.65M 4.59% 9
2022
Q2 		$26.5M Sell
290,921
-528
-0.2% -$46.8K 4.69% 8
2022
Q1 		$23.9M Sell
291,449
-15,772
-5% -$1.24M 3.54% 12
2021
Q4 		$23.5M Buy
307,221
+147,943
+93% +$11.8M 2.98% 15
2021
Q3 		$12M Sell
159,278
-8,399
-5% -$639K 1.67% 20
2021
Q2 		$13M Sell
167,677
-6,993
-4% -$520K 1.7% 20
2021
Q1 		$12.8M Buy
174,670
+4,538
+3% +$335K 1.89% 20
2020
Q4 		$13.3M Buy
170,132
+6,319
+4% +$483K 2.07% 19
2020
Q3 		$13M Buy
+163,813
New +$12.8M 2.28% 19

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

Suncoast Equity Management's MRK Position: Q1 2025 in Review

Suncoast Equity Management sold out of Merck (MRK) in Q1 2025, closing a stake of 19,953 shares — an estimated $1.98M sold.

Suncoast Equity Management first reported a position in MRK in Q3 2020 and held it in 18 quarters. The position peaked at $29.4M in Q4 2022. 3,448 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Suncoast Equity Management reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
  • Suncoast Equity Management sold 19,953 Merck shares in Q1 2025, an estimated $1.98M.
  • Suncoast Equity Management first reported a position in Merck in Q3 2020 and held it in 18 quarters.
  • Suncoast Equity Management's Merck position peaked at $29.4M in Q4 2022.
  • 3,448 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Suncoast Equity Management's 13F filing for Q1 2025, filed 22 Apr 2025.