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Carolina Wealth Advisors’s Merck MRK Stock Holding History

Carolina Wealth 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 		$4.13M Sell
32,171
-15,954
-33% -$1.87M 1.62% 19
2026
Q1 		$5.79M Buy
48,125
+43,334
+904% +$5M 2.41% 7
2025
Q4 		$504K Buy
4,791
+1,000
+26% +$93.9K 0.22% 52
2025
Q3 		$318K Buy
3,791
+2,017
+114% +$166K 0.14% 57
2025
Q2 		$140K Buy
1,774
+860
+94% +$68.4K 0.07% 63
2025
Q1 		$82K Sell
914
-13
-1% -$1.21K 0.04% 78
2024
Q4 		$92.2K Hold
927
– – 0.05% 79
2024
Q3 		$105K Hold
927
– – 0.05% 72
2024
Q2 		$115K Hold
927
– – 0.06% 65
2024
Q1 		$122K Sell
927
-223
-19% -$27.5K 0.07% 69
2023
Q4 		$125K Sell
1,150
-49
-4% -$5.09K 0.07% 77
2023
Q3 		$123K Sell
1,199
-60,009
-98% -$6.47M 0.07% 85
2023
Q2 		$7.06M Buy
61,208
+542
+0.9% +$61.5K 4.25% 4
2023
Q1 		$6.45M Buy
60,666
+718
+1% +$77.5K 3.78% 4
2022
Q4 		$6.65M Sell
59,948
-590
-1% -$60.3K 4.19% 4
2022
Q3 		$5.21M Buy
60,538
+766
+1% +$68.4K 4.09% 5
2022
Q2 		$5.45M Sell
59,772
-160
-0.3% -$14.2K 3.6% 4
2022
Q1 		$4.92M Buy
59,932
+1,220
+2% +$96.2K 3.11% 13
2021
Q4 		$4.5M Sell
58,712
-410
-0.7% -$32.7K 2.54% 16
2021
Q3 		$4.44M Buy
59,122
+1,592
+3% +$121K 2.94% 14
2021
Q2 		$4.47M Buy
57,530
+1,095
+2% +$81.4K 3.01% 12
2021
Q1 		$4.15M Buy
56,435
+43,479
+336% +$3.21M 3.03% 12
2020
Q4 		$1.01M Buy
12,956
+895
+7% +$68.5K 0.81% 30
2020
Q3 		$955K Buy
12,061
+979
+9% +$76.7K 0.84% 32
2020
Q2 		$818K Buy
11,082
+968
+10% +$72.9K 0.79% 34
2020
Q1 		$743K Buy
10,114
+3,875
+62% +$305K 0.86% 31
2019
Q4 		$541K Buy
+6,239
New +$512K 0.51% 35

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Carolina Wealth Advisors's MRK Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Merck (MRK) stake by 33% in Q2 2026, selling an estimated $1.87M and leaving 32,171 shares worth $4.13M. The position accounts for 1.62% of the portfolio, ranked #19.

Carolina Wealth Advisors first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.06M in Q2 2023. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Carolina Wealth Advisors held 32,171 shares of Merck worth $4.13M as of Q2 2026.
  • Carolina Wealth Advisors sold 15,954 Merck shares in Q2 2026, an estimated $1.87M.
  • Merck made up 1.62% of Carolina Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Carolina Wealth Advisors first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's Merck position peaked at $7.06M in Q2 2023.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.