AIM
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Advyzon Investment Management’s Merck MRK Stock Holding History

Advyzon Investment Management’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 		$2.59M Sell
20,120
-534
-3% -$62.5K 0.19% 120
2026
Q1 		$2.48M Buy
20,654
+1,565
+8% +$181K 0.22% 107
2025
Q4 		$2.01M Buy
19,089
+6,883
+56% +$646K 0.23% 104
2025
Q3 		$1.02M Buy
12,206
+3,073
+34% +$253K 0.18% 125
2025
Q2 		$723K Buy
9,133
+453
+5% +$36K 0.16% 127
2025
Q1 		$779K Buy
8,680
+1,248
+17% +$117K 0.28% 73
2024
Q4 		$739K Buy
+7,432
New +$766K 0.29% 71

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 $3.38T AUM 44.17% 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

Advyzon Investment Management's MRK Position: Q2 2026 in Review

Advyzon Investment Management reduced its Merck (MRK) stake by 2.6% in Q2 2026, selling an estimated $62.5K and leaving 20,120 shares worth $2.59M. The position accounts for 0.19% of the portfolio, ranked #120.

Advyzon Investment Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Advyzon Investment Management held 20,120 shares of Merck worth $2.59M as of Q2 2026.
  • Advyzon Investment Management sold 534 Merck shares in Q2 2026, an estimated $62.5K.
  • Merck made up 0.19% of Advyzon Investment Management's portfolio in Q2 2026, its #120 holding.
  • Advyzon Investment Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.