AAS
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Avantax Advisory Services’s Merck MRK Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$21M Buy
264,814
+34,861
+15% +$2.77M 0.12% 139
2025
Q1 		$20.6M Sell
229,953
-765
-0.3% -$71.4K 0.13% 129
2024
Q4 		$23M Buy
230,718
+4,518
+2% +$466K 0.14% 105
2024
Q3 		$25.7M Sell
226,200
-1,021
-0.4% -$121K 0.17% 92
2024
Q2 		$28.1M Buy
227,221
+88,756
+64% +$11.4M 0.2% 78
2024
Q1 		$18.3M Buy
138,465
+22,289
+19% +$2.75M 0.16% 102
2023
Q4 		$12.7M Buy
116,176
+4,931
+4% +$512K 0.13% 130
2023
Q3 		$11.5M Sell
111,245
-13,767
-11% -$1.48M 0.13% 127
2023
Q2 		$14.4M Buy
125,012
+4,044
+3% +$459K 0.16% 103
2023
Q1 		$12.9M Buy
120,968
+2,269
+2% +$245K 0.16% 108
2022
Q4 		$13.2M Sell
118,699
-877
-0.7% -$89.6K 0.18% 98
2022
Q3 		$10.3M Buy
119,576
+9,342
+8% +$834K 0.16% 99
2022
Q2 		$10.1M Buy
110,234
+17,117
+18% +$1.52M 0.15% 105
2022
Q1 		$7.63M Sell
93,117
-883
-0.9% -$69.6K 0.1% 139
2021
Q4 		$7.2M Buy
94,000
+7,820
+9% +$623K 0.11% 145
2021
Q3 		$6.5M Buy
86,180
+6,967
+9% +$530K 0.11% 147
2021
Q2 		$6.17M Buy
79,213
+2,806
+4% +$209K 0.11% 146
2021
Q1 		$5.63M Buy
76,407
+4,776
+7% +$352K 0.12% 137
2020
Q4 		$5.58M Sell
71,631
-63,498
-47% -$4.86M 0.13% 122
2020
Q3 		$10.7M Buy
135,129
+60,971
+82% +$4.78M 0.17% 106
2020
Q2 		$5.47M Buy
74,158
+5,135
+7% +$387K 0.16% 106
2020
Q1 		$5.08M Buy
69,023
+9,068
+15% +$713K 0.15% 99
2019
Q4 		$5.2M Buy
59,955
+16,180
+37% +$1.33M 0.12% 112
2019
Q3 		$3.51M Buy
43,775
+9,515
+28% +$763K 0.14% 80
2019
Q2 		$2.74M Buy
34,260
+5,851
+21% +$448K 0.12% 87
2019
Q1 		$2.25M Buy
28,409
+1,241
+5% +$92.8K 0.12% 92
2018
Q4 		$2M Buy
+27,168
New +$1.92M 0.34% 77

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Advisory Services's MRK Position: Q2 2025 in Review

Avantax Advisory Services increased its Merck (MRK) stake by 15% in Q2 2025, buying an estimated $2.77M and bringing the position to 264,814 shares worth $21M. The position accounts for 0.12% of the portfolio, ranked #139.

Avantax Advisory Services first reported a position in MRK in Q4 2018 and has held it in 27 quarters since. The position peaked at $28.1M in Q2 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Avantax Advisory Services held 264,814 shares of Merck worth $21M as of Q2 2025.
  • Avantax Advisory Services bought 34,861 Merck shares in Q2 2025, an estimated $2.77M.
  • Merck made up 0.12% of Avantax Advisory Services's portfolio in Q2 2025, its #139 holding.
  • Avantax Advisory Services first reported a position in Merck in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Merck position peaked at $28.1M in Q2 2024.
  • 3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.