Advocacy Wealth Management Services’s Merck MRK Stock Holding History

Advocacy Wealth Management Services’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	$221K	Buy	+1,722	New	+$202K	0.01%	151
2022 Q4	–	Sell	-26	Closed	-$2K	–	97
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	114
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	122
2022 Q1	$2K	Sell	26 -195	-88%	-$15.4K	﹤0.01%	151
2021 Q4	$17K	Sell	221 -63	-22%	-$5.02K	﹤0.01%	102
2021 Q3	$21K	Buy	284 +72	+34%	+$5.48K	﹤0.01%	89
2021 Q2	$16K	Buy	212 +15	+8%	+$1.12K	﹤0.01%	116
2021 Q1	$14K	Hold	197	–	–	﹤0.01%	111
2020 Q4	$15K	Hold	197	–	–	﹤0.01%	103
2020 Q3	$15K	Sell	197 -24	-11%	-$1.88K	﹤0.01%	94
2020 Q2	$16K	Sell	221 -76	-26%	-$5.72K	﹤0.01%	94
2020 Q1	$21K	Buy	297 +93	+46%	+$7.31K	﹤0.01%	71
2019 Q4	$18K	Sell	204 -6	-3%	-$493	0.01%	101
2019 Q3	$17K	Hold	210	–	–	0.01%	102
2019 Q2	$17K	Hold	210	–	–	0.01%	107
2019 Q1	$17K	Buy	210 +2	+1%	+$150	0.02%	89
2018 Q4	$15K	Hold	208	–	–	0.01%	97
2018 Q3	$14K	Buy	+208	New	+$13.3K	0.01%	115
2018 Q1	–	Sell	-424	Closed	-$23K	–	214
2017 Q4	$23K	Hold	424	–	–	0.02%	96
2017 Q3	$26K	Sell	424 -53	-11%	-$3.21K	0.01%	109
2017 Q2	$29K	Hold	477	–	–	0.01%	106
2017 Q1	$29K	Buy	477 +425	+817%	+$25.8K	0.01%	116
2016 Q4	$3K	Sell	52 -687	-93%	-$40.2K	﹤0.01%	272
2016 Q3	$44K	Hold	739	–	–	0.02%	126
2016 Q2	$41K	Sell	739 -799	-52%	-$42.5K	0.02%	167
2016 Q1	$78K	Buy	1,538 +446	+41%	+$21.8K	0.05%	148
2015 Q4	$55K	Buy	+1,092	New	+$55.1K	0.06%	161
2013 Q3	$26K	Buy	+573	New	+$26.2K	0.07%	160

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advocacy Wealth Management Services's MRK Position: Q2 2026 in Review

Advocacy Wealth Management Services opened a new position in Merck (MRK) in Q2 2026: 1,722 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #151 among its holdings. This is a return to the name: Advocacy Wealth Management Services previously reported a position in MRK as recently as Q3 2022.

Advocacy Wealth Management Services first reported a position in MRK in Q3 2013 and has held it in 28 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Advocacy Wealth Management Services held 1,722 shares of Merck worth $221K as of Q2 2026.
Merck was a new Advocacy Wealth Management Services position in Q2 2026.
Merck made up 0.01% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #151 holding.
Advocacy Wealth Management Services first reported a position in Merck in Q3 2013 and has held it in 28 quarters since.
3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.