Claro 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
Q1 | $1.4M | Sell |
11,638
-404
| -3% | -$46.6K | 0.17% | 110 |
|
|
2025
Q4 | $1.27M | Sell |
12,042
-422
| -3% | -$39.6K | 0.17% | 111 |
|
|
2025
Q3 | $1.05M | Sell |
12,464
-636
| -5% | -$52.4K | 0.15% | 120 |
|
|
2025
Q2 | $1.04M | Sell |
13,100
-1,839
| -12% | -$146K | 0.17% | 113 |
|
|
2025
Q1 | $1.34M | Sell |
14,939
-914
| -6% | -$85.3K | 0.18% | 105 |
|
|
2024
Q4 | $1.58M | Sell |
15,853
-2,532
| -14% | -$261K | 0.21% | 89 |
|
|
2024
Q3 | $2.09M | Buy |
18,385
+2,115
| +13% | +$251K | 0.27% | 70 |
|
|
2024
Q2 | $2.01M | Buy |
16,270
+1,633
| +11% | +$210K | 0.31% | 59 |
|
|
2024
Q1 | $1.93M | Buy |
14,637
+635
| +5% | +$78.3K | 0.34% | 53 |
|
|
2023
Q4 | $1.53M | Buy |
14,002
+540
| +4% | +$56.1K | 0.33% | 63 |
|
|
2023
Q3 | $1.39M | Buy |
13,462
+336
| +3% | +$36.2K | 0.35% | 62 |
|
|
2023
Q2 | $1.51M | Buy |
13,126
+441
| +3% | +$50.1K | 0.38% | 54 |
|
|
2023
Q1 | $1.35M | Buy |
12,685
+1,939
| +18% | +$209K | 0.4% | 55 |
|
|
2022
Q4 | $1.19M | Buy |
10,746
+2,488
| +30% | +$254K | 0.39% | 60 |
|
|
2022
Q3 | $753K | Hold |
8,258
| – | – | 0.3% | 78 |
|
|
2022
Q2 | $753K | Buy |
8,258
+511
| +7% | +$45.3K | 0.3% | 78 |
|
|
2022
Q1 | $594K | Hold |
7,747
| – | – | 0.21% | 126 |
|
|
2021
Q4 | $594K | Buy |
7,747
+106
| +1% | +$8.44K | 0.21% | 126 |
|
|
2021
Q3 | $574K | Buy |
7,641
+338
| +5% | +$25.7K | 0.24% | 121 |
|
|
2021
Q2 | $568K | Buy |
7,303
+302
| +4% | +$22.5K | 0.26% | 113 |
|
|
2021
Q1 | $515K | Buy |
7,001
+131
| +2% | +$9.66K | 0.26% | 113 |
|
|
2020
Q4 | $536K | Sell |
6,870
-1,906
| -22% | -$146K | 0.28% | 102 |
|
|
2020
Q3 | $695K | Buy |
8,776
+14
| +0.2% | +$1.1K | 0.44% | 64 |
|
|
2020
Q2 | $647K | Buy |
8,762
+72
| +0.8% | +$5.42K | 0.45% | 62 |
|
|
2020
Q1 | $638K | Sell |
8,690
-1,487
| -15% | -$117K | 0.59% | 45 |
|
|
2019
Q4 | $883K | Buy |
10,177
+170
| +2% | +$14K | 0.68% | 38 |
|
|
2019
Q3 | $804K | Buy |
10,007
+29
| +0.3% | +$2.32K | 0.71% | 38 |
|
|
2019
Q2 | $798K | Buy |
9,978
+64
| +0.6% | +$4.9K | 0.74% | 37 |
|
|
2019
Q1 | $787K | Buy |
9,914
+7,713
| +350% | +$577K | 0.78% | 35 |
|
|
2018
Q4 | $149K | Buy |
+2,201
| New | +$155K | 0.12% | 167 |
|
Other funds holding MRK
VCM
VPM
Claro Advisors's MRK Position: Q1 2026 in Review
Claro Advisors reduced its Merck (MRK) stake by 3.4% in Q1 2026, selling an estimated $46.6K and leaving 11,638 shares worth $1.4M. The position accounts for 0.17% of the portfolio, ranked #110.
Claro Advisors first reported a position in MRK in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.09M in Q3 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Claro Advisors held 11,638 shares of Merck worth $1.4M as of Q1 2026.
- Claro Advisors sold 404 Merck shares in Q1 2026, an estimated $46.6K.
- Merck made up 0.17% of Claro Advisors's portfolio in Q1 2026, its #110 holding.
- Claro Advisors first reported a position in Merck in Q4 2018 and has held it in 30 quarters since.
- Claro Advisors's Merck position peaked at $2.09M in Q3 2024.
- 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.