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Cladis Investment Advisory’s Merck MRK Stock Holding History

Cladis Investment 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
Q2 		$1.83M Buy
14,225
+101
+0.7% +$11.8K 0.85% 33
2026
Q1 		$1.7M Sell
14,124
-550
-4% -$63.5K 0.93% 27
2025
Q4 		$1.54M Buy
14,674
+53
+0.4% +$4.97K 0.85% 35
2025
Q3 		$1.23M Buy
14,621
+3,650
+33% +$301K 0.7% 48
2025
Q2 		$868K Buy
10,971
+361
+3% +$28.7K 0.54% 56
2025
Q1 		$952K Buy
10,610
+500
+5% +$46.7K 0.69% 49
2024
Q4 		$1.01M Sell
10,110
-1,417
-12% -$146K 0.71% 47
2024
Q3 		$1.31M Buy
11,527
+750
+7% +$89.1K 0.91% 36
2024
Q2 		$1.33M Buy
10,777
+1
+0% +$129 0.97% 27
2024
Q1 		$1.42M Hold
10,776
– – 1.04% 27
2023
Q4 		$1.17M Hold
10,776
– – 0.92% 34
2023
Q3 		$1.11M Buy
10,776
+90
+0.8% +$9.7K 0.97% 31
2023
Q2 		$1.23M Buy
10,686
+452
+4% +$51.3K 1.07% 25
2023
Q1 		$1.09M Hold
10,234
– – 0.98% 30
2022
Q4 		$1.14M Buy
10,234
+1
+0% +$102 1.13% 30
2022
Q3 		$881K Hold
10,233
– – 0.95% 34
2022
Q2 		$933K Buy
10,233
+115
+1% +$10.2K 0.93% 33
2022
Q1 		$830K Buy
10,118
+2,035
+25% +$160K 0.67% 49
2021
Q4 		$619K Buy
+8,083
New +$644K 0.5% 63

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

Cladis Investment Advisory's MRK Position: Q2 2026 in Review

Cladis Investment Advisory increased its Merck (MRK) stake by 0.72% in Q2 2026, buying an estimated $11.8K and bringing the position to 14,225 shares worth $1.83M. The position accounts for 0.85% of the portfolio, ranked #33.

Cladis Investment Advisory first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Cladis Investment Advisory held 14,225 shares of Merck worth $1.83M as of Q2 2026.
  • Cladis Investment Advisory bought 101 Merck shares in Q2 2026, an estimated $11.8K.
  • Merck made up 0.85% of Cladis Investment Advisory's portfolio in Q2 2026, its #33 holding.
  • Cladis Investment Advisory first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.