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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Caerus Investment Advisors's MRK Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Merck (MRK) stake by 0.12% in Q1 2026, selling an estimated $2.54K and leaving 18,563 shares worth $2.23M. The position accounts for 0.93% of the portfolio, ranked #18.

Caerus Investment Advisors first reported a position in MRK in Q4 2022 and has held it in 5 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Caerus Investment Advisors held 18,563 shares of Merck worth $2.23M as of Q1 2026.
  • Caerus Investment Advisors sold 22 Merck shares in Q1 2026, an estimated $2.54K.
  • Merck made up 0.93% of Caerus Investment Advisors's portfolio in Q1 2026, its #18 holding.
  • Caerus Investment Advisors first reported a position in Merck in Q4 2022 and has held it in 5 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.