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Bell Investment Advisors’s Merck MRK Stock Holding History

Bell Investment 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 		$578K Buy
4,499
+842
+23% +$98.6K 0.08% 78
2026
Q1 		$440K Buy
3,657
+1,236
+51% +$143K 0.07% 85
2025
Q4 		$255K Sell
2,421
-439
-15% -$41.2K 0.04% 110
2025
Q3 		$240K Sell
2,860
-102
-3% -$8.4K 0.04% 111
2025
Q2 		$234K Buy
2,962
+255
+9% +$20.3K 0.04% 108
2025
Q1 		$243K Buy
2,707
+84
+3% +$7.84K 0.04% 100
2024
Q4 		$261K Sell
2,623
-146
-5% -$15.1K 0.05% 95
2024
Q3 		$314K Sell
2,769
-45
-2% -$5.35K 0.06% 84
2024
Q2 		$348K Buy
2,814
+147
+6% +$18.9K 0.07% 79
2024
Q1 		$352K Sell
2,667
-9
-0.3% -$1.11K 0.07% 78
2023
Q4 		$292K Sell
2,676
-5
-0.2% -$519 0.06% 83
2023
Q3 		$276K Buy
2,681
+516
+24% +$55.6K 0.06% 79
2023
Q2 		$250K Buy
2,165
+125
+6% +$14.2K 0.06% 76
2023
Q1 		$217K Buy
2,040
+42
+2% +$4.54K 0.05% 80
2022
Q4 		$222K Buy
1,998
+305
+18% +$31.2K 0.06% 77
2022
Q3 		$146K Buy
1,693
+42
+3% +$3.75K 0.05% 71
2022
Q2 		$151K Buy
+1,651
New +$146K 0.05% 74
2021
Q4 		$115K Sell
1,500
-19
-1% -$1.51K 0.03% 96
2021
Q3 		$114K Buy
+1,519
New +$116K 0.03% 92

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's MRK Position: Q2 2026 in Review

Bell Investment Advisors increased its Merck (MRK) stake by 23% in Q2 2026, buying an estimated $98.6K and bringing the position to 4,499 shares worth $578K. The position accounts for 0.08% of the portfolio, ranked #78.

Bell Investment Advisors first reported a position in MRK in Q3 2021 and has held it in 19 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Bell Investment Advisors held 4,499 shares of Merck worth $578K as of Q2 2026.
  • Bell Investment Advisors bought 842 Merck shares in Q2 2026, an estimated $98.6K.
  • Merck made up 0.08% of Bell Investment Advisors's portfolio in Q2 2026, its #78 holding.
  • Bell Investment Advisors first reported a position in Merck in Q3 2021 and has held it in 19 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.