Alta Advisers’s Merck MRK Stock Holding History

Alta Advisers’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	$1.23M	Hold	9,584	–	–	0.28%	40
2026 Q1	$1.15M	Hold	9,584	–	–	0.42%	34
2025 Q4	$1.01M	Sell	9,584 -3,000	-24%	-$282K	0.37%	40
2025 Q3	$1.06M	Hold	12,584	–	–	0.32%	46
2025 Q2	$996K	Hold	12,584	–	–	0.35%	48
2025 Q1	$1.13M	Buy	12,584 +4,200	+50%	+$392K	0.48%	37
2024 Q4	$834K	Buy	8,384 +964	+13%	+$99.4K	0.53%	30
2024 Q3	$843K	Hold	7,420	–	–	0.38%	27
2024 Q2	$919K	Hold	7,420	–	–	0.44%	24
2024 Q1	$979K	Hold	7,420	–	–	0.49%	23
2023 Q4	$809K	Buy	7,420 +820	+12%	+$85.1K	0.43%	23
2023 Q3	$679K	Hold	6,600	–	–	0.39%	25
2023 Q2	$762K	Hold	6,600	–	–	0.43%	23
2023 Q1	$702K	Hold	6,600	–	–	0.42%	25
2022 Q4	$732K	Hold	6,600	–	–	0.44%	26
2022 Q3	$568K	Buy	+6,600	New	+$589K	0.36%	27
2013 Q4	–	Sell	-590	Closed	-$27K	–	65
2013 Q3	$27K	Sell	590 -400	-40%	-$18.3K	0.01%	57
2013 Q2	$44K	Buy	+990	New	+$44.2K	0.02%	65

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

Alta Advisers's MRK Position: Q2 2026 in Review

Alta Advisers held its Merck (MRK) position steady in Q2 2026 at 9,584 shares worth $1.23M. The position accounts for 0.28% of the portfolio, ranked #40.

Alta Advisers first reported a position in MRK in Q2 2013 and has held it in 18 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Alta Advisers held 9,584 shares of Merck worth $1.23M as of Q2 2026.
Alta Advisers left its Merck share count unchanged in Q2 2026.
Merck made up 0.28% of Alta Advisers's portfolio in Q2 2026, its #40 holding.
Alta Advisers first reported a position in Merck in Q2 2013 and has held it in 18 quarters since.
3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.