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Advantage Trust Company’s Merck MRK Stock Holding History

Advantage Trust 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
2026
Q2 		$91.1K Buy
+709
New +$83K 0.03% 91
2025
Q4 		– Sell
-200
Closed -$16.8K – 164
2025
Q3 		$16.8K Sell
200
-350
-64% -$28.8K 0.01% 149
2025
Q2 		$43.5K Buy
550
+200
+57% +$15.9K 0.02% 132
2025
Q1 		$31.4K Sell
350
-53
-13% -$4.95K 0.02% 119
2024
Q4 		$40.1K Buy
403
+53
+15% +$5.46K 0.02% 116
2024
Q3 		$39.7K Hold
350
– – 0.03% 111
2024
Q2 		$43.3K Hold
350
– – 0.03% 120
2024
Q1 		$46.2K Sell
350
-350
-50% -$43.1K 0.03% 115
2023
Q4 		$76.3K Buy
+700
New +$72.7K 0.06% 89

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advantage Trust Company's MRK Position: Q2 2026 in Review

Advantage Trust Company opened a new position in Merck (MRK) in Q2 2026: 709 shares worth $91.1K. The stake represents 0.03% of the portfolio and ranks #91 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in MRK as recently as Q3 2025.

Advantage Trust Company first reported a position in MRK in Q4 2023 and has held it in 9 quarters since. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Advantage Trust Company held 709 shares of Merck worth $91.1K as of Q2 2026.
  • Merck was a new Advantage Trust Company position in Q2 2026.
  • Merck made up 0.03% of Advantage Trust Company's portfolio in Q2 2026, its #91 holding.
  • Advantage Trust Company first reported a position in Merck in Q4 2023 and has held it in 9 quarters since.
  • 3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.