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Woodard & Company Asset Management Group’s Merck MRK Stock Holding History

Woodard & Company Asset Management Group’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
-15,042
Closed -$1.5M – 150
2024
Q4 		$1.5M Buy
15,042
+2,210
+17% +$228K 0.32% 43
2024
Q3 		$1.46M Buy
12,832
+1,518
+13% +$180K 0.33% 46
2024
Q2 		$1.4M Buy
11,314
+115
+1% +$14.8K 0.35% 43
2024
Q1 		$1.48M Sell
11,199
-688
-6% -$84.8K 0.39% 40
2023
Q4 		$1.3M Sell
11,887
-9,225
-44% -$958K 0.38% 39
2023
Q3 		$2.17M Sell
21,112
-696
-3% -$75K 0.74% 26
2023
Q2 		$2.52M Sell
21,808
-2,595
-11% -$295K 0.84% 21
2023
Q1 		$2.6M Sell
24,403
-472
-2% -$51K 0.9% 22
2022
Q4 		$2.76M Buy
24,875
+1,361
+6% +$139K 0.98% 14
2022
Q3 		$2.02M Buy
23,514
+2,012
+9% +$180K 0.93% 20
2022
Q2 		$1.96M Buy
+21,502
New +$1.91M 0.8% 21
2022
Q1 		– Sell
-3,097
Closed -$237K – 120
2021
Q4 		$237K Sell
3,097
-1,492
-33% -$119K 0.11% 78
2021
Q3 		$345K Buy
4,589
+400
+10% +$30.4K 0.21% 62
2021
Q2 		$326K Sell
4,189
-3
-0.1% -$223 0.19% 67
2021
Q1 		$308K Hold
4,192
– – 0.2% 66
2020
Q4 		$327K Buy
+4,192
New +$321K 0.2% 55
2018
Q4 		– Sell
-262
Closed -$18K – 151
2018
Q3 		$18K Hold
262
– – 0.02% 134
2018
Q2 		$15.2K Hold
262
– – 0.01% 131
2018
Q1 		$14K Hold
262
– – 0.01% 136
2017
Q4 		$14K Buy
+262
New +$14.5K 0.01% 152

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

Woodard & Company Asset Management Group's MRK Position: Q1 2025 in Review

Woodard & Company Asset Management Group sold out of Merck (MRK) in Q1 2025, closing a stake of 15,042 shares — an estimated $1.5M sold.

Woodard & Company Asset Management Group first reported a position in MRK in Q4 2017 and held it in 20 quarters. The position peaked at $2.76M in Q4 2022. 3,448 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

  • Woodard & Company Asset Management Group reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 15,042 Merck shares in Q1 2025, an estimated $1.5M.
  • Woodard & Company Asset Management Group first reported a position in Merck in Q4 2017 and held it in 20 quarters.
  • Woodard & Company Asset Management Group's Merck position peaked at $2.76M in Q4 2022.
  • 3,448 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2025, filed 7 May 2025.