CCA
MRK icon

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
Q2 		$259K Buy
2,006
+139
+7% +$16.3K 0.04% 171
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
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

Carrera Capital Advisors's MRK Position: Q2 2026 in Review

Carrera Capital Advisors increased its Merck (MRK) stake by 7.4% in Q2 2026, buying an estimated $16.3K and bringing the position to 2,006 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #171.

Carrera Capital Advisors first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,847 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Carrera Capital Advisors held 2,006 shares of Merck worth $259K as of Q2 2026.
  • Carrera Capital Advisors bought 139 Merck shares in Q2 2026, an estimated $16.3K.
  • Merck made up 0.04% of Carrera Capital Advisors's portfolio in Q2 2026, its #171 holding.
  • Carrera Capital Advisors first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 3,847 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.