Clear Investment Research’s Merck MRK Stock Holding History

Clear Investment Research’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	–	Sell	-676	Closed	-$81.3K	–	150
2026 Q1	$81.3K	Buy	+676	New	+$78K	0.13%	84
2025 Q4	–	Sell	-676	Closed	-$56.7K	–	161
2025 Q3	$56.7K	Buy	676 +317	+88%	+$26.1K	0.08%	117
2025 Q2	$28.4K	Hold	359	–	–	0.04%	133
2025 Q1	$32.2K	Hold	359	–	–	0.04%	129
2024 Q4	$35.7K	Hold	359	–	–	0.05%	122
2024 Q3	$40.8K	Hold	359	–	–	0.05%	113
2024 Q2	$44.5K	Buy	359 +2	+0.6%	+$258	0.06%	103
2024 Q1	$47.1K	Hold	357	–	–	0.06%	103
2023 Q4	$38.9K	Buy	+357	New	+$37.1K	0.05%	116
2019 Q4	–	Sell	-27	Closed	-$2K	–	274
2019 Q3	$2K	Hold	27	–	–	﹤0.01%	119
2019 Q2	$2K	Hold	27	–	–	﹤0.01%	118
2019 Q1	$2K	Hold	27	–	–	﹤0.01%	113
2018 Q4	$2K	Hold	27	–	–	﹤0.01%	105
2018 Q3	$2K	Buy	+27	New	+$1.72K	﹤0.01%	117

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clear Investment Research's MRK Position: Q2 2026 in Review

Clear Investment Research sold out of Merck (MRK) in Q2 2026, closing a stake of 676 shares — an estimated $81.3K sold.

Clear Investment Research first reported a position in MRK in Q3 2018 and held it in 14 quarters. The position peaked at $81.3K in Q1 2026. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Clear Investment Research reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 676 Merck shares in Q2 2026, an estimated $81.3K.
Clear Investment Research first reported a position in Merck in Q3 2018 and held it in 14 quarters.
Clear Investment Research's Merck position peaked at $81.3K in Q1 2026.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.