Annis Gardner Whiting Capital Advisors’s Merck MRK Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$1.07M	Buy	8,338 +205	+3%	+$24K	0.16%	109
2026 Q1	$981K	Sell	8,133 -575	-7%	-$66.4K	0.16%	113
2025 Q4	$919K	Buy	8,708 +3,344	+62%	+$314K	0.17%	107
2025 Q3	$453K	Buy	5,364 +1,166	+28%	+$96K	0.09%	173
2025 Q2	$335K	Sell	4,198 -22	-0.5%	-$1.75K	0.12%	157
2025 Q1	$382K	Sell	4,220 -1,062	-20%	-$99.2K	0.16%	124
2024 Q4	$529K	Sell	5,282 -507	-9%	-$52.3K	0.15%	123
2024 Q3	$661K	Sell	5,789 -1,366	-19%	-$162K	0.19%	102
2024 Q2	$891K	Buy	7,155 +132	+2%	+$17K	0.25%	73
2024 Q1	$931K	Buy	7,023 +3,117	+80%	+$384K	0.33%	55
2023 Q4	$428K	Buy	3,906 +428	+12%	+$44.4K	0.19%	99
2023 Q3	$361K	Buy	+3,478	New	+$375K	0.19%	95

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's MRK Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Merck (MRK) stake by 2.5% in Q2 2026, buying an estimated $24K and bringing the position to 8,338 shares worth $1.07M. The position accounts for 0.16% of the portfolio, ranked #109.

Annis Gardner Whiting Capital Advisors first reported a position in MRK in Q3 2023 and has held it in 12 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 8,338 shares of Merck worth $1.07M as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 205 Merck shares in Q2 2026, an estimated $24K.
Merck made up 0.16% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #109 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Merck in Q3 2023 and has held it in 12 quarters since.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.