Carrera Capital Advisors’s Merck MRK Stock Holding History

Carrera Capital 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	$226K	Sell	1,867 -60	-3%	-$6.93K	0.03%	169
2025 Q4	$204K	Buy	+1,927	New	+$181K	0.03%	164

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carrera Capital Advisors's MRK Position: Q1 2026 in Review

Carrera Capital Advisors reduced its Merck (MRK) stake by 3.1% in Q1 2026, selling an estimated $6.93K and leaving 1,867 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #169.

Carrera Capital Advisors first reported a position in MRK in Q4 2025 and has held it in 2 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Carrera Capital Advisors held 1,867 shares of Merck worth $226K as of Q1 2026.
Carrera Capital Advisors sold 60 Merck shares in Q1 2026, an estimated $6.93K.
Merck made up 0.03% of Carrera Capital Advisors's portfolio in Q1 2026, its #169 holding.
Carrera Capital Advisors first reported a position in Merck in Q4 2025 and has held it in 2 quarters since.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Carrera Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.