Avior Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $817K | Buy |
6,362
+615
| +11% | +$72K | 0.02% | 409 |
|
|
2026
Q1 | $691K | Buy |
5,747
+896
| +18% | +$103K | 0.02% | 444 |
|
|
2025
Q4 | $511K | Sell |
4,851
-6,795
| -58% | -$638K | 0.02% | 451 |
|
|
2025
Q3 | $977K | Buy |
11,646
+209
| +2% | +$17.2K | 0.03% | 302 |
|
|
2025
Q2 | $905K | Buy |
11,437
+3,694
| +48% | +$294K | 0.03% | 312 |
|
|
2025
Q1 | $695K | Sell |
7,743
-3,751
| -33% | -$350K | 0.03% | 333 |
|
|
2024
Q4 | $1.14M | Sell |
11,494
-518
| -4% | -$53.4K | 0.04% | 260 |
|
|
2024
Q3 | $1.36M | Buy |
12,012
+433
| +4% | +$51.4K | 0.05% | 225 |
|
|
2024
Q2 | $1.43M | Sell |
11,579
-2,440
| -17% | -$314K | 0.06% | 206 |
|
|
2024
Q1 | $1.85M | Buy |
14,019
+10,059
| +254% | +$1.24M | 0.09% | 168 |
|
|
2023
Q4 | $432K | Sell |
3,960
-970
| -20% | -$101K | 0.03% | 374 |
|
|
2023
Q3 | $508K | Sell |
4,930
-3,628
| -42% | -$391K | 0.03% | 325 |
|
|
2023
Q2 | $988K | Sell |
8,558
-212
| -2% | -$24.1K | 0.06% | 203 |
|
|
2023
Q1 | $933K | Buy |
8,770
+3,325
| +61% | +$359K | 0.06% | 212 |
|
|
2022
Q4 | $604K | Buy |
5,445
+767
| +16% | +$78.4K | 0.05% | 257 |
|
|
2022
Q3 | $402K | Buy |
4,678
+142
| +3% | +$12.7K | 0.03% | 319 |
|
|
2022
Q2 | $413K | Sell |
4,536
-620
| -12% | -$55K | 0.04% | 289 |
|
|
2022
Q1 | $423K | Buy |
5,156
+152
| +3% | +$12K | 0.04% | 330 |
|
|
2021
Q4 | $383K | Sell |
5,004
-689
| -12% | -$54.9K | 0.03% | 360 |
|
|
2021
Q3 | $427K | Buy |
5,693
+383
| +7% | +$29.1K | 0.04% | 338 |
|
|
2021
Q2 | $412K | Sell |
5,310
-255
| -5% | -$19K | 0.04% | 328 |
|
|
2021
Q1 | $409K | Sell |
5,565
-5,136
| -48% | -$379K | 0.04% | 322 |
|
|
2020
Q4 | $835K | Buy |
10,701
+501
| +5% | +$38.3K | 0.1% | 176 |
|
|
2020
Q3 | $806K | Sell |
10,200
-1,091
| -10% | -$85.5K | 0.11% | 163 |
|
|
2020
Q2 | $832K | Sell |
11,291
-4,180
| -27% | -$315K | 0.13% | 151 |
|
|
2020
Q1 | $1.14M | Buy |
15,471
+287
| +2% | +$22.6K | 0.22% | 111 |
|
|
2019
Q4 | $1.31M | Sell |
15,184
-299
| -2% | -$24.6K | 0.21% | 111 |
|
|
2019
Q3 | $1.24M | Sell |
15,483
-267
| -2% | -$21.4K | 0.22% | 106 |
|
|
2019
Q2 | $1.26M | Buy |
15,750
+6,922
| +78% | +$530K | 0.23% | 102 |
|
|
2019
Q1 | $696K | Sell |
8,828
-210
| -2% | -$15.7K | 0.15% | 151 |
|
|
2018
Q4 | $656K | Hold |
9,038
| – | – | 0.16% | 132 |
|
|
2018
Q3 | $610K | Sell |
9,038
-288
| -3% | -$18.3K | 0.13% | 151 |
|
|
2018
Q2 | $540K | Buy |
9,326
+287
| +3% | +$16.2K | 0.12% | 162 |
|
|
2018
Q1 | $470K | Sell |
9,039
-1,519
| -14% | -$82K | 0.11% | 175 |
|
|
2017
Q4 | $567K | Buy |
10,558
+4,676
| +79% | +$259K | 0.13% | 153 |
|
|
2017
Q3 | $359K | Buy |
5,882
+2
| +0% | +$121 | 0.12% | 119 |
|
|
2017
Q2 | $359K | Buy |
5,880
+3,825
| +186% | +$233K | 0.15% | 102 |
|
|
2017
Q1 | $124K | Sell |
2,055
-78
| -4% | -$4.73K | 0.04% | 170 |
|
|
2016
Q4 | $120K | Buy |
2,133
+340
| +19% | +$19.9K | 0.04% | 155 |
|
|
2016
Q3 | $106K | Buy |
1,793
+31
| +2% | +$1.81K | 0.04% | 168 |
|
|
2016
Q2 | $97K | Buy |
1,762
+137
| +8% | +$7.29K | 0.04% | 158 |
|
|
2016
Q1 | $82K | Buy |
1,625
+456
| +39% | +$22.3K | 0.04% | 161 |
|
|
2015
Q4 | $59K | Hold |
1,169
| – | – | 0.03% | 167 |
|
|
2015
Q3 | $55K | Buy |
1,169
+566
| +94% | +$30.1K | 0.03% | 165 |
|
|
2015
Q2 | $33K | Buy |
+603
| New | +$33.8K | 0.03% | 167 |
|
Other funds holding MRK
ECSS
Avior Wealth Management's MRK Position: Q2 2026 in Review
Avior Wealth Management increased its Merck (MRK) stake by 11% in Q2 2026, buying an estimated $72K and bringing the position to 6,362 shares worth $817K. The position accounts for 0.02% of the portfolio, ranked #409.
Avior Wealth Management first reported a position in MRK in Q2 2015 and has held it in 45 quarters since. The position peaked at $1.85M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Avior Wealth Management held 6,362 shares of Merck worth $817K as of Q2 2026.
- Avior Wealth Management bought 615 Merck shares in Q2 2026, an estimated $72K.
- Merck made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #409 holding.
- Avior Wealth Management first reported a position in Merck in Q2 2015 and has held it in 45 quarters since.
- Avior Wealth Management's Merck position peaked at $1.85M in Q1 2024.
- 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.