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Central Valley Advisors’s Merck MRK Stock Holding History

Central Valley 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
Q3 		$367K Sell
2,528
-120
-5% -$16.6K 0.1% 120
2026
Q2 		$340K Buy
2,648
+5
+0.2% +$585 0.09% 146
2026
Q1 		$318K Sell
2,643
-22,304
-89% -$2.57M 0.09% 143
2025
Q4 		$2.63M Buy
24,947
+1,084
+5% +$102K 0.78% 39
2025
Q3 		$2M Buy
23,863
+702
+3% +$57.8K 0.62% 47
2025
Q2 		$1.83M Buy
23,161
+3,312
+17% +$263K 0.62% 46
2025
Q1 		$1.78M Buy
19,849
+964
+5% +$90K 0.68% 43
2024
Q4 		$1.88M Buy
18,885
+1,471
+8% +$152K 0.85% 31
2024
Q3 		$1.98M Buy
17,414
+498
+3% +$59.2K 1.12% 24
2024
Q2 		$2.34M Buy
16,916
+335
+2% +$43.2K 1% 27
2024
Q1 		$2.19M Buy
16,581
+722
+5% +$89K 1.13% 22
2023
Q4 		$1.73M Buy
+15,859
New +$1.65M 1.02% 22

Other funds holding MRK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Central Valley Advisors's MRK Position: Q3 2026 in Review

Central Valley Advisors reduced its Merck (MRK) stake by 4.5% in Q3 2026, selling an estimated $16.6K and leaving 2,528 shares worth $367K. The position accounts for 0.1% of the portfolio, ranked #120.

Central Valley Advisors first reported a position in MRK in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.63M in Q4 2025. 3,520 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Central Valley Advisors held 2,528 shares of Merck worth $367K as of Q3 2026.
  • Central Valley Advisors sold 120 Merck shares in Q3 2026, an estimated $16.6K.
  • Merck made up 0.1% of Central Valley Advisors's portfolio in Q3 2026, its #120 holding.
  • Central Valley Advisors first reported a position in Merck in Q4 2023 and has held it in 12 quarters since.
  • Central Valley Advisors's Merck position peaked at $2.63M in Q4 2025.
  • 3,520 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.