Checchi Capital Advisers’s Merck MRK Stock Holding History

Checchi Capital Advisers’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	$2.86M	Buy	23,785 +1,245	+6%	+$144K	0.14%	108
2025 Q4	$2.37M	Sell	22,540 -538	-2%	-$50.5K	0.12%	113
2025 Q3	$1.94M	Sell	23,078 -2,698	-10%	-$222K	0.1%	120
2025 Q2	$2.04M	Sell	25,776 -1,921	-7%	-$153K	0.11%	121
2025 Q1	$2.49M	Sell	27,697 -75	-0.3%	-$7K	0.13%	110
2024 Q4	$2.76M	Sell	27,772 -359	-1%	-$37K	0.16%	103
2024 Q3	$3.19M	Sell	28,131 -1,577	-5%	-$187K	0.18%	86
2024 Q2	$3.68M	Buy	29,708 +779	+3%	+$100K	0.18%	79
2024 Q1	$3.82M	Buy	28,929 +279	+1%	+$34.4K	0.3%	77
2023 Q4	$3.12M	Sell	28,650 -749	-3%	-$77.7K	0.25%	85
2023 Q3	$3.03M	Sell	29,399 -1,553	-5%	-$167K	0.28%	80
2023 Q2	$3.57M	Buy	30,952 +9	+0%	+$1.02K	0.32%	70
2023 Q1	$3.29M	Buy	30,943 +949	+3%	+$102K	0.32%	69
2022 Q4	$3.33M	Sell	29,994 -1,095	-4%	-$112K	0.35%	68
2022 Q3	$2.68M	Buy	31,089 +610	+2%	+$54.5K	0.25%	86
2022 Q2	$2.72M	Buy	30,479 +3,186	+12%	+$282K	0.24%	84
2022 Q1	$2.24M	Buy	27,293 +1,407	+5%	+$111K	0.19%	84
2021 Q4	$1.98M	Sell	25,886 -646	-2%	-$51.5K	0.17%	95
2021 Q3	$1.99M	Sell	26,532 -1,609	-6%	-$122K	0.2%	88
2021 Q2	$2.19M	Sell	28,141 -2,195	-7%	-$163K	0.22%	84
2021 Q1	$2.23M	Buy	30,336 +354	+1%	+$26.1K	0.22%	83
2020 Q4	$2.34M	Buy	29,982 +40	+0.1%	+$3.06K	0.24%	73
2020 Q3	$2.37M	Buy	29,942 +266	+0.9%	+$20.8K	0.26%	63
2020 Q2	$2.19M	Sell	29,676 -90	-0.3%	-$6.78K	0.26%	59
2020 Q1	$2.19M	Buy	29,766 +2,428	+9%	+$191K	0.21%	51
2019 Q4	$2.37M	Buy	27,338 +784	+3%	+$64.4K	0.32%	58
2019 Q3	$2.13M	Sell	26,554 -370	-1%	-$29.7K	0.28%	59
2019 Q2	$2.15M	Sell	26,924 -1,098	-4%	-$84.1K	0.27%	54
2019 Q1	$2.22M	Sell	28,022 -1,185	-4%	-$88.6K	0.26%	53
2018 Q4	$2.13M	Sell	29,207 -1,850	-6%	-$131K	0.28%	51
2018 Q3	$2.1M	Buy	31,057 +2,851	+10%	+$182K	0.24%	62
2018 Q2	$1.63M	Buy	28,206 +830	+3%	+$46.8K	0.21%	69
2018 Q1	$1.42M	Buy	27,376 +1,196	+5%	+$64.6K	0.19%	77
2017 Q4	$1.41M	Sell	26,180 -4,446	-15%	-$246K	0.19%	77
2017 Q3	$1.87M	Sell	30,626 -173	-0.6%	-$10.5K	0.19%	58
2017 Q2	$1.88M	Sell	30,799 -194	-0.6%	-$11.8K	0.2%	53
2017 Q1	$1.88M	Sell	30,993 -2,586	-8%	-$157K	0.22%	56
2016 Q4	$1.89M	Buy	33,579 +2,589	+8%	+$152K	0.25%	52
2016 Q3	$1.85M	Buy	30,990 +2,897	+10%	+$169K	0.21%	56
2016 Q2	$1.54M	Sell	28,093 -991	-3%	-$52.7K	0.18%	64
2016 Q1	$1.47M	Buy	29,084 +2,752	+10%	+$135K	0.33%	62
2015 Q4	$1.33M	Sell	26,332 -6,749	-20%	-$340K	0.33%	62
2015 Q3	$1.56M	Buy	33,081 +1,661	+5%	+$88.2K	0.42%	50
2015 Q2	$1.71M	Buy	31,420 +2,507	+9%	+$141K	0.45%	48
2015 Q1	$1.59M	Buy	28,913 +1,618	+6%	+$91.6K	0.47%	50
2014 Q4	$1.48M	Buy	27,295 +5,849	+27%	+$326K	0.56%	43
2014 Q3	$1.21M	Buy	21,446 +4,315	+25%	+$242K	0.5%	48
2014 Q2	$946K	Buy	17,131 +3,792	+28%	+$207K	0.43%	52
2014 Q1	$723K	Buy	13,339 +3,793	+40%	+$196K	0.44%	53
2013 Q4	$456K	Buy	+9,546	New	+$436K	0.35%	60

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

Checchi Capital Advisers's MRK Position: Q1 2026 in Review

Checchi Capital Advisers increased its Merck (MRK) stake by 5.5% in Q1 2026, buying an estimated $144K and bringing the position to 23,785 shares worth $2.86M. The position accounts for 0.14% of the portfolio, ranked #108.

Checchi Capital Advisers first reported a position in MRK in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.82M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Checchi Capital Advisers held 23,785 shares of Merck worth $2.86M as of Q1 2026.
Checchi Capital Advisers bought 1,245 Merck shares in Q1 2026, an estimated $144K.
Merck made up 0.14% of Checchi Capital Advisers's portfolio in Q1 2026, its #108 holding.
Checchi Capital Advisers first reported a position in Merck in Q4 2013 and has held it in 50 quarters since.
Checchi Capital Advisers's Merck position peaked at $3.82M in Q1 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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