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Carson Advisory’s Merck MRK Stock Holding History

Carson Advisory’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 		$362K Buy
3,008
+1
+0% +$115 0.19% 114
2025
Q4 		$317K Sell
3,007
-26
-0.9% -$2.44K 0.16% 125
2025
Q3 		$255K Sell
3,033
-62
-2% -$5.11K 0.14% 148
2025
Q2 		$245K Sell
3,095
-606
-16% -$48.2K 0.16% 143
2025
Q1 		$332K Sell
3,701
-30
-0.8% -$2.8K 0.22% 104
2024
Q4 		$371K Buy
3,731
+72
+2% +$7.42K 0.26% 92
2024
Q3 		$416K Buy
3,659
+105
+3% +$12.5K 0.26% 96
2024
Q2 		$440K Buy
3,554
+864
+32% +$111K 0.31% 85
2024
Q1 		$355K Buy
2,690
+66
+3% +$8.13K 0.25% 102
2023
Q4 		$286K Sell
2,624
-146
-5% -$15.2K 0.22% 114
2023
Q3 		$285K Buy
2,770
+308
+13% +$33.2K 0.25% 108
2023
Q2 		$284K Hold
2,462
– – 0.24% 111
2023
Q1 		$262K Sell
2,462
-1,100
-31% -$119K 0.23% 109
2022
Q4 		$395K Buy
3,562
+398
+13% +$40.7K 0.38% 68
2022
Q3 		$272K Buy
3,164
+177
+6% +$15.8K 0.3% 89
2022
Q2 		$272K Hold
2,987
– – 0.3% 92
2022
Q1 		$245K Buy
2,987
+10
+0.3% +$788 0.24% 102
2021
Q4 		$228K Buy
+2,977
New +$237K 0.23% 116

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

Carson Advisory's MRK Position: Q1 2026 in Review

Carson Advisory increased its Merck (MRK) stake by 0.03% in Q1 2026, buying an estimated $115 and bringing the position to 3,008 shares worth $362K. The position accounts for 0.19% of the portfolio, ranked #114.

Carson Advisory first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $440K in Q2 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Carson Advisory held 3,008 shares of Merck worth $362K as of Q1 2026.
  • Carson Advisory bought 1 Merck share in Q1 2026, an estimated $115.
  • Merck made up 0.19% of Carson Advisory's portfolio in Q1 2026, its #114 holding.
  • Carson Advisory first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Merck position peaked at $440K in Q2 2024.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.