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Catherine Avery Investment Management’s Merck MRK Stock Holding History

Catherine Avery Investment Management’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 		$6.89M Sell
53,596
-86
-0.2% -$10.1K 3.01% 9
2026
Q1 		$6.46M Buy
53,682
+8,550
+19% +$987K 2.89% 12
2025
Q4 		$4.75M Sell
45,132
-4,430
-9% -$416K 2.85% 9
2025
Q3 		$4.16M Buy
49,562
+7,396
+18% +$609K 2.68% 21
2025
Q2 		$3.34M Buy
42,166
+6,319
+18% +$502K 2.54% 20
2025
Q1 		$3.22M Buy
35,847
+6,613
+23% +$617K 2.88% 17
2024
Q4 		$2.91M Buy
+29,234
New +$3.01M 2.57% 24

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

Catherine Avery Investment Management's MRK Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Merck (MRK) stake by 0.16% in Q2 2026, selling an estimated $10.1K and leaving 53,596 shares worth $6.89M. The position accounts for 3.01% of the portfolio, ranked #9.

Catherine Avery Investment Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Catherine Avery Investment Management held 53,596 shares of Merck worth $6.89M as of Q2 2026.
  • Catherine Avery Investment Management sold 86 Merck shares in Q2 2026, an estimated $10.1K.
  • Merck made up 3.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #9 holding.
  • Catherine Avery Investment Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.