Advocate Investing Services’s Merck MRK Stock Holding History

Advocate Investing 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	$25.6K	Hold	199	–	–	0.02%	212
2026 Q1	$23.9K	Hold	199	–	–	0.02%	195
2025 Q4	$20.9K	Buy	+199	New	+$18.7K	0.02%	189

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

Advocate Investing Services's MRK Position: Q2 2026 in Review

Advocate Investing Services held its Merck (MRK) position steady in Q2 2026 at 199 shares worth $25.6K. The position accounts for 0.02% of the portfolio, ranked #212.

Advocate Investing Services first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Advocate Investing Services held 199 shares of Merck worth $25.6K as of Q2 2026.
Advocate Investing Services left its Merck share count unchanged in Q2 2026.
Merck made up 0.02% of Advocate Investing Services's portfolio in Q2 2026, its #212 holding.
Advocate Investing Services first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.