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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cladis Investment Advisory's MRK Position: Q1 2026 in Review

Cladis Investment Advisory reduced its Merck (MRK) stake by 3.7% in Q1 2026, selling an estimated $63.5K and leaving 14,124 shares worth $1.7M. The position accounts for 0.93% of the portfolio, ranked #27.

Cladis Investment Advisory first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Cladis Investment Advisory held 14,124 shares of Merck worth $1.7M as of Q1 2026.
  • Cladis Investment Advisory sold 550 Merck shares in Q1 2026, an estimated $63.5K.
  • Merck made up 0.93% of Cladis Investment Advisory's portfolio in Q1 2026, its #27 holding.
  • Cladis Investment Advisory first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.