Arcadia Investment Management’s Merck MRK Stock Holding History

Arcadia 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 Q1	$62K	Hold	515	–	–	0.01%	168
2025 Q4	$54.2K	Buy	515 +15	+3%	+$1.41K	0.01%	178
2025 Q3	$42K	Sell	500 -1,500	-75%	-$124K	0.01%	187
2025 Q2	$158K	Hold	2,000	–	–	0.03%	131
2025 Q1	$180K	Hold	2,000	–	–	0.03%	123
2024 Q4	$199K	Hold	2,000	–	–	0.03%	121
2024 Q3	$227K	Hold	2,000	–	–	0.04%	116
2024 Q2	$248K	Hold	2,000	–	–	0.04%	112
2024 Q1	$264K	Hold	2,000	–	–	0.05%	112
2023 Q4	$218K	Sell	2,000 -55	-3%	-$5.71K	0.04%	124
2023 Q3	$212K	Hold	2,055	–	–	0.04%	121
2023 Q2	$237K	Hold	2,055	–	–	0.05%	120
2023 Q1	$219K	Hold	2,055	–	–	0.05%	128
2022 Q4	$228K	Hold	2,055	–	–	0.05%	120
2022 Q3	$177K	Sell	2,055 -75	-4%	-$6.7K	0.04%	126
2022 Q2	$194K	Hold	2,130	–	–	0.04%	130
2022 Q1	$175K	Buy	2,130 +500	+31%	+$39.4K	0.03%	140
2021 Q4	$125K	Buy	1,630 +130	+9%	+$10.4K	0.02%	166
2021 Q3	$113K	Hold	1,500	–	–	0.02%	166
2021 Q2	$117K	Sell	1,500 -72	-5%	-$5.36K	0.02%	159
2021 Q1	$116K	Hold	1,572	–	–	0.02%	152
2020 Q4	$123K	Sell	1,572 -1,153	-42%	-$88.2K	0.03%	138
2020 Q3	$216K	Hold	2,725	–	–	0.05%	113
2020 Q2	$201K	Hold	2,725	–	–	0.05%	111
2020 Q1	$200K	Buy	2,725 +1,572	+136%	+$124K	0.06%	114
2019 Q4	$100K	Hold	1,153	–	–	0.03%	151
2019 Q3	$93K	Sell	1,153 -419	-27%	-$33.6K	0.03%	156
2019 Q2	$126K	Buy	1,572 +419	+36%	+$32.1K	0.03%	136
2019 Q1	$91K	Hold	1,153	–	–	0.03%	151
2018 Q4	$84K	Hold	1,153	–	–	0.03%	142
2018 Q3	$78K	Hold	1,153	–	–	0.02%	183
2018 Q2	$67K	Hold	1,153	–	–	0.02%	201
2018 Q1	$60K	Hold	1,153	–	–	0.02%	213
2017 Q4	$62K	Hold	1,153	–	–	0.02%	207
2017 Q3	$70K	Hold	1,153	–	–	0.02%	196
2017 Q2	$70K	Hold	1,153	–	–	0.02%	192
2017 Q1	$70K	Hold	1,153	–	–	0.02%	188
2016 Q4	$65K	Hold	1,153	–	–	0.02%	190
2016 Q3	$69K	Hold	1,153	–	–	0.02%	171
2016 Q2	$63K	Hold	1,153	–	–	0.02%	175
2016 Q1	$58K	Hold	1,153	–	–	0.02%	159
2015 Q4	$58K	Hold	1,153	–	–	0.02%	162
2015 Q3	$68K	Hold	1,153	–	–	0.02%	133
2015 Q2	$68K	Buy	+1,153	New	+$64.7K	0.02%	144

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arcadia Investment Management's MRK Position: Q1 2026 in Review

Arcadia Investment Management held its Merck (MRK) position steady in Q1 2026 at 515 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #168.

Arcadia Investment Management first reported a position in MRK in Q2 2015 and has held it in 44 quarters since. The position peaked at $264K in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Arcadia Investment Management held 515 shares of Merck worth $62K as of Q1 2026.
Arcadia Investment Management left its Merck share count unchanged in Q1 2026.
Merck made up 0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #168 holding.
Arcadia Investment Management first reported a position in Merck in Q2 2015 and has held it in 44 quarters since.
Arcadia Investment Management's Merck position peaked at $264K in Q1 2024.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.