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Astoria Portfolio Advisors’s Merck MRK Stock Holding History

Astoria Portfolio 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 		$243K Buy
+1,888
New +$221K 0.04% 311
2026
Q1 		– Sell
-1,718
Closed -$213K – 311
2025
Q4 		$213K Sell
1,718
-736
-30% -$69.1K 0.05% 270
2025
Q3 		$212K Sell
2,454
-2,552
-51% -$210K 0.06% 250
2025
Q2 		$421K Sell
5,006
-70
-1% -$5.56K 0.12% 155
2025
Q1 		$400K Buy
5,076
+2,855
+129% +$267K 0.14% 137
2024
Q4 		$221K Sell
2,221
-188
-8% -$19.4K 0.08% 200
2024
Q3 		$264K Sell
2,409
-158
-6% -$18.8K 0.09% 160
2024
Q2 		$318K Sell
2,567
-152
-6% -$19.6K 0.11% 132
2024
Q1 		$343K Sell
2,719
-228
-8% -$28.1K 0.13% 112
2023
Q4 		$374K Sell
2,947
-6,252
-68% -$649K 0.15% 104
2023
Q3 		$971K Sell
9,199
-973
-10% -$105K 0.47% 37
2023
Q2 		$1.08M Buy
10,172
+772
+8% +$87.7K 0.42% 39
2023
Q1 		$1.02M Sell
9,400
-538
-5% -$58.1K 0.43% 34
2022
Q4 		$1.09M Buy
9,938
+684
+7% +$69.9K 0.51% 32
2022
Q3 		$797K Buy
9,254
+2,000
+28% +$179K 0.54% 40
2022
Q2 		$661K Buy
7,254
+918
+14% +$81.4K 0.48% 50
2022
Q1 		$520K Sell
6,336
-1,234
-16% -$97.3K 0.41% 55
2021
Q4 		$580K Buy
+7,570
New +$603K 0.46% 52

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 $3.37T AUM 44.26% 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

Astoria Portfolio Advisors's MRK Position: Q2 2026 in Review

Astoria Portfolio Advisors opened a new position in Merck (MRK) in Q2 2026: 1,888 shares worth $243K. The stake represents 0.04% of the portfolio and ranks #311 among its holdings. This is a return to the name: Astoria Portfolio Advisors previously reported a position in MRK as recently as Q4 2025.

Astoria Portfolio Advisors first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.09M in Q4 2022. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Astoria Portfolio Advisors held 1,888 shares of Merck worth $243K as of Q2 2026.
  • Merck was a new Astoria Portfolio Advisors position in Q2 2026.
  • Merck made up 0.04% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #311 holding.
  • Astoria Portfolio Advisors first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • Astoria Portfolio Advisors's Merck position peaked at $1.09M in Q4 2022.
  • 3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.