CLA (CliftonLarsonAllen) Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.63M | Buy |
43,828
+9,617
| +28% | +$1.13M | 0.07% | 99 |
|
|
2026
Q1 | $4.12M | Sell |
34,211
-995
| -3% | -$115K | 0.06% | 106 |
|
|
2025
Q4 | $3.71M | Buy |
35,206
+1,237
| +4% | +$116K | 0.06% | 101 |
|
|
2025
Q3 | $2.85M | Buy |
33,969
+13,414
| +65% | +$1.1M | 0.05% | 110 |
|
|
2025
Q2 | $1.63M | Sell |
20,555
-4,490
| -18% | -$357K | 0.03% | 140 |
|
|
2025
Q1 | $2.25M | Sell |
25,045
-1,790
| -7% | -$167K | 0.04% | 113 |
|
|
2024
Q4 | $2.67M | Buy |
26,835
+2,025
| +8% | +$209K | 0.05% | 99 |
|
|
2024
Q3 | $2.82M | Sell |
24,810
-1,335
| -5% | -$159K | 0.06% | 90 |
|
|
2024
Q2 | $3.24M | Buy |
26,145
+146
| +0.6% | +$18.8K | 0.07% | 81 |
|
|
2024
Q1 | $3.43M | Sell |
25,999
-443
| -2% | -$54.6K | 0.08% | 76 |
|
|
2023
Q4 | $2.88M | Buy |
26,442
+888
| +3% | +$92.2K | 0.07% | 83 |
|
|
2023
Q3 | $2.63M | Sell |
25,554
-104
| -0.4% | -$11.2K | 0.07% | 78 |
|
|
2023
Q2 | $2.96M | Sell |
25,658
-1,809
| -7% | -$205K | 0.08% | 76 |
|
|
2023
Q1 | $2.92M | Buy |
27,467
+1,955
| +8% | +$211K | 0.09% | 79 |
|
|
2022
Q4 | $2.83M | Buy |
25,512
+303
| +1% | +$31K | 0.11% | 85 |
|
|
2022
Q3 | $2.17M | Sell |
25,209
-45
| -0.2% | -$4.02K | 0.27% | 40 |
|
|
2022
Q2 | $2.3M | Sell |
25,254
-896
| -3% | -$79.4K | 0.1% | 89 |
|
|
2022
Q1 | $2.15M | Buy |
26,150
+681
| +3% | +$53.7K | 0.08% | 101 |
|
|
2021
Q4 | $1.95M | Sell |
25,469
-1,066
| -4% | -$84.9K | 0.07% | 100 |
|
|
2021
Q3 | $1.99M | Sell |
26,535
-165
| -0.6% | -$12.5K | 0.08% | 100 |
|
|
2021
Q2 | $2.08M | Sell |
26,700
-1,860
| -7% | -$138K | 0.09% | 98 |
|
|
2021
Q1 | $2.1M | Buy |
28,560
+451
| +2% | +$33.3K | 0.1% | 95 |
|
|
2020
Q4 | $2.19M | Sell |
28,109
-1,039
| -4% | -$79.5K | 0.11% | 85 |
|
|
2020
Q3 | $2.31M | Sell |
29,148
-1,436
| -5% | -$112K | 0.13% | 81 |
|
|
2020
Q2 | $2.26M | Buy |
+30,584
| New | +$2.3M | 0.14% | 79 |
|
|
2019
Q4 | $2.34M | Buy |
26,995
+1,947
| +8% | +$160K | 0.19% | 68 |
|
|
2019
Q3 | $2.01M | Buy |
25,048
+6,606
| +36% | +$529K | 0.18% | 69 |
|
|
2019
Q2 | $1.48M | Sell |
18,442
-664
| -3% | -$50.8K | 0.15% | 70 |
|
|
2019
Q1 | $1.52M | Sell |
19,106
-14,065
| -42% | -$1.05M | 0.17% | 64 |
|
|
2018
Q4 | $2.42M | Buy |
33,171
+1,832
| +6% | +$129K | 0.24% | 62 |
|
|
2018
Q3 | $2.12M | Buy |
31,339
+151
| +0.5% | +$9.62K | 0.2% | 62 |
|
|
2018
Q2 | $1.81M | Buy |
31,188
+253
| +0.8% | +$14.3K | 0.18% | 65 |
|
|
2018
Q1 | $1.61M | Buy |
30,935
+151
| +0.5% | +$8.15K | 0.16% | 67 |
|
|
2017
Q4 | $1.65M | Sell |
30,784
-103
| -0.3% | -$5.71K | 0.17% | 62 |
|
|
2017
Q3 | $1.89M | Buy |
30,887
+102
| +0.3% | +$6.18K | 0.2% | 62 |
|
|
2017
Q2 | $1.88M | Hold |
30,785
| – | – | 0.21% | 61 |
|
|
2017
Q1 | $1.87M | Sell |
30,785
-465
| -1% | -$28.2K | 0.21% | 61 |
|
|
2016
Q4 | $1.75M | Buy |
31,250
+399
| +1% | +$23.4K | 0.2% | 60 |
|
|
2016
Q3 | $1.84M | Buy |
30,851
+12,886
| +72% | +$754K | 0.22% | 60 |
|
|
2016
Q2 | $988K | Buy |
17,965
+864
| +5% | +$46K | 0.14% | 74 |
|
|
2016
Q1 | $863K | Sell |
17,101
-449
| -3% | -$22K | 0.14% | 76 |
|
|
2015
Q4 | $885K | Sell |
17,550
-391
| -2% | -$19.7K | 0.15% | 77 |
|
|
2015
Q3 | $846K | Buy |
17,941
+1,022
| +6% | +$54.3K | 0.16% | 83 |
|
|
2015
Q2 | $919K | Sell |
16,919
-727
| -4% | -$40.8K | 0.18% | 68 |
|
|
2015
Q1 | $968K | Buy |
+17,646
| New | +$999K | 0.22% | 59 |
|
Other funds holding MRK
ECSS
ATO
CLA (CliftonLarsonAllen) Wealth Advisors's MRK Position: Q2 2026 in Review
CLA (CliftonLarsonAllen) Wealth Advisors increased its Merck (MRK) stake by 28% in Q2 2026, buying an estimated $1.13M and bringing the position to 43,828 shares worth $5.63M. The position accounts for 0.07% of the portfolio, ranked #99.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in MRK in Q1 2015 and has held it in 45 quarters since. 1,660 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- CLA (CliftonLarsonAllen) Wealth Advisors held 43,828 shares of Merck worth $5.63M as of Q2 2026.
- CLA (CliftonLarsonAllen) Wealth Advisors bought 9,617 Merck shares in Q2 2026, an estimated $1.13M.
- Merck made up 0.07% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #99 holding.
- CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Merck in Q1 2015 and has held it in 45 quarters since.
- 1,660 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.