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Caerus Investment Advisors’s Merck MRK Stock Holding History

Caerus 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 		$2.1M Sell
16,326
-2,237
-12% -$262K 0.7% 25
2026
Q1 		$2.23M Sell
18,563
-22
-0.1% -$2.54K 0.93% 18
2025
Q4 		$1.96M Buy
18,585
+2,963
+19% +$278K 0.63% 22
2025
Q3 		$1.31M Buy
+15,622
New +$1.29M 0.54% 26
2023
Q2 		– Sell
-1,963
Closed -$209K – 44
2023
Q1 		$209K Hold
1,963
– – 0.24% 49
2022
Q4 		$218K Buy
+1,963
New +$201K 0.33% 38

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

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

Caerus Investment Advisors reduced its Merck (MRK) stake by 12% in Q2 2026, selling an estimated $262K and leaving 16,326 shares worth $2.1M. The position accounts for 0.7% of the portfolio, ranked #25.

Caerus Investment Advisors first reported a position in MRK in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.23M in Q1 2026. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Caerus Investment Advisors held 16,326 shares of Merck worth $2.1M as of Q2 2026.
  • Caerus Investment Advisors sold 2,237 Merck shares in Q2 2026, an estimated $262K.
  • Merck made up 0.7% of Caerus Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • Caerus Investment Advisors first reported a position in Merck in Q4 2022 and has held it in 6 quarters since.
  • Caerus Investment Advisors's Merck position peaked at $2.23M in Q1 2026.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.