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MRK icon

Advisor OS’s Merck MRK Stock Holding History

Advisor OS’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
Q1 		$4.36M Sell
36,246
-6,012
-14% -$694K 0.32% 52
2025
Q4 		$4.45M Buy
42,258
+6,813
+19% +$640K 0.36% 44
2025
Q3 		$2.97M Buy
35,445
+142
+0.4% +$11.7K 0.26% 56
2025
Q2 		$2.79M Buy
35,303
+2,745
+8% +$218K 0.28% 57
2025
Q1 		$2.92M Buy
32,558
+293
+0.9% +$27.4K 0.33% 50
2024
Q4 		$3.21M Buy
32,265
+7,272
+29% +$750K 0.37% 46
2024
Q3 		$2.84M Buy
24,993
+164
+0.7% +$19.5K 0.28% 61
2024
Q2 		$3.07M Buy
24,829
+220
+0.9% +$28.3K 0.34% 53
2024
Q1 		$3.25M Buy
24,609
+1,461
+6% +$180K 0.37% 47
2023
Q4 		$2.52M Buy
23,148
+706
+3% +$73.3K 0.33% 47
2023
Q3 		$2.31M Sell
22,442
-5,462
-20% -$589K 0.35% 53
2023
Q2 		$3.22M Buy
27,904
+4,059
+17% +$461K 0.53% 36
2023
Q1 		$2.54M Buy
23,845
+444
+2% +$47.9K 0.61% 37
2022
Q4 		$2.6M Buy
23,401
+3,629
+18% +$371K 0.69% 33
2022
Q3 		$1.7M Buy
19,772
+1,024
+5% +$91.4K 0.51% 40
2022
Q2 		$1.71M Buy
18,748
+3,809
+25% +$338K 0.5% 43
2022
Q1 		$1.23M Buy
14,939
+1,514
+11% +$119K 0.35% 65
2021
Q4 		$1.03M Buy
13,425
+698
+5% +$55.6K 0.21% 107
2021
Q3 		$957K Buy
12,727
+634
+5% +$48.2K 0.21% 95
2021
Q2 		$941K Buy
12,093
+1,519
+14% +$113K 0.2% 92
2021
Q1 		$777K Buy
10,574
+974
+10% +$71.8K 0.18% 100
2020
Q4 		$750K Buy
9,600
+5,407
+129% +$414K 0.2% 71
2020
Q3 		$332K Sell
4,193
-2,604
-38% -$204K 0.14% 75
2020
Q2 		$502K Buy
+6,797
New +$512K 0.3% 69

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisor OS's MRK Position: Q1 2026 in Review

Advisor OS reduced its Merck (MRK) stake by 14% in Q1 2026, selling an estimated $694K and leaving 36,246 shares worth $4.36M. The position accounts for 0.32% of the portfolio, ranked #52.

Advisor OS first reported a position in MRK in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.45M in Q4 2025. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Advisor OS held 36,246 shares of Merck worth $4.36M as of Q1 2026.
  • Advisor OS sold 6,012 Merck shares in Q1 2026, an estimated $694K.
  • Merck made up 0.32% of Advisor OS's portfolio in Q1 2026, its #52 holding.
  • Advisor OS first reported a position in Merck in Q2 2020 and has held it in 24 quarters since.
  • Advisor OS's Merck position peaked at $4.45M in Q4 2025.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.