Clearstead 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 | $14.4M | Sell |
112,376
-39,756
| -26% | -$4.65M | 0.14% | 136 |
|
|
2026
Q1 | $18.3M | Buy |
152,132
+41,778
| +38% | +$4.82M | 0.17% | 112 |
|
|
2025
Q4 | $11.6M | Sell |
110,354
-3,044
| -3% | -$286K | 0.15% | 126 |
|
|
2025
Q3 | $9.52M | Sell |
113,398
-3,170
| -3% | -$261K | 0.12% | 143 |
|
|
2025
Q2 | $9.23M | Sell |
116,568
-2,672
| -2% | -$212K | 0.13% | 139 |
|
|
2025
Q1 | $10.7M | Sell |
119,240
-1,189
| -1% | -$111K | 0.17% | 121 |
|
|
2024
Q4 | $12M | Sell |
120,429
-3,864
| -3% | -$398K | 0.18% | 117 |
|
|
2024
Q3 | $14.1M | Buy |
124,293
+5,206
| +4% | +$618K | 0.22% | 97 |
|
|
2024
Q2 | $14.7M | Buy |
119,087
+46,305
| +64% | +$5.96M | 0.25% | 86 |
|
|
2024
Q1 | $9.41M | Sell |
72,782
-303
| -0.4% | -$37.3K | 0.47% | 43 |
|
|
2023
Q4 | $7.97M | Buy |
73,085
+1,598
| +2% | +$166K | 0.42% | 46 |
|
|
2023
Q3 | $7.36M | Buy |
71,487
+1,103
| +2% | +$119K | 0.45% | 46 |
|
|
2023
Q2 | $8.12M | Buy |
70,384
+2,360
| +3% | +$268K | 0.49% | 43 |
|
|
2023
Q1 | $7.24M | Buy |
68,024
+483
| +0.7% | +$52.1K | 0.53% | 39 |
|
|
2022
Q4 | $7.49M | Sell |
67,541
-824
| -1% | -$84.2K | 0.59% | 36 |
|
|
2022
Q3 | $5.89M | Sell |
68,365
-24,574
| -26% | -$2.19M | 0.54% | 39 |
|
|
2022
Q2 | $8.47M | Sell |
92,939
-225
| -0.2% | -$19.9K | 0.66% | 35 |
|
|
2022
Q1 | $7.64M | Buy |
93,164
+3,308
| +4% | +$261K | 0.52% | 42 |
|
|
2021
Q4 | $6.89M | Buy |
89,856
+2,469
| +3% | +$197K | 0.47% | 45 |
|
|
2021
Q3 | $6.56M | Buy |
87,387
+672
| +0.8% | +$51.1K | 0.49% | 43 |
|
|
2021
Q2 | $6.74M | Sell |
86,715
-3,238
| -4% | -$241K | 0.52% | 40 |
|
|
2021
Q1 | $6.62M | Buy |
89,953
+17,530
| +24% | +$1.29M | 0.55% | 38 |
|
|
2020
Q4 | $5.65M | Buy |
72,423
+20,103
| +38% | +$1.54M | 0.51% | 40 |
|
|
2020
Q3 | $4.14M | Sell |
52,320
-2,607
| -5% | -$204K | 0.44% | 49 |
|
|
2020
Q2 | $4.05M | Buy |
54,927
+886
| +2% | +$66.7K | 0.47% | 47 |
|
|
2020
Q1 | $3.97M | Sell |
54,041
-3,427
| -6% | -$269K | 0.58% | 39 |
|
|
2019
Q4 | $4.99M | Buy |
57,468
+905
| +2% | +$74.3K | 0.61% | 38 |
|
|
2019
Q3 | $4.54M | Sell |
56,563
-562
| -1% | -$45K | 0.61% | 40 |
|
|
2019
Q2 | $4.57M | Buy |
57,125
+1,049
| +2% | +$80.3K | 0.61% | 41 |
|
|
2019
Q1 | $4.45M | Buy |
56,076
+2,778
| +5% | +$208K | 0.61% | 45 |
|
|
2018
Q4 | $3.89M | Buy |
53,298
+1,906
| +4% | +$135K | 0.61% | 46 |
|
|
2018
Q3 | $3.48M | Buy |
51,392
+1,237
| +2% | +$78.8K | 0.48% | 49 |
|
|
2018
Q2 | $2.9M | Buy |
50,155
+1,445
| +3% | +$81.5K | 0.41% | 53 |
|
|
2018
Q1 | $2.53M | Buy |
48,710
+4,868
| +11% | +$263K | 0.37% | 57 |
|
|
2017
Q4 | $2.35M | Sell |
43,842
-3,631
| -8% | -$201K | 0.32% | 60 |
|
|
2017
Q3 | $2.9M | Buy |
47,473
+776
| +2% | +$47K | 0.38% | 58 |
|
|
2017
Q2 | $2.86M | Buy |
46,697
+4,047
| +9% | +$246K | 0.42% | 54 |
|
|
2017
Q1 | $2.59M | Buy |
42,650
+1,403
| +3% | +$85.1K | 0.38% | 57 |
|
|
2016
Q4 | $2.32M | Buy |
+41,247
| New | +$2.41M | 0.37% | 53 |
|
Other funds holding MRK
Clearstead Advisors's MRK Position: Q2 2026 in Review
Clearstead Advisors reduced its Merck (MRK) stake by 26% in Q2 2026, selling an estimated $4.65M and leaving 112,376 shares worth $14.4M. The position accounts for 0.14% of the portfolio, ranked #136.
Clearstead Advisors first reported a position in MRK in Q4 2016 and has held it in 39 quarters since. The position peaked at $18.3M in Q1 2026. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Clearstead Advisors held 112,376 shares of Merck worth $14.4M as of Q2 2026.
- Clearstead Advisors sold 39,756 Merck shares in Q2 2026, an estimated $4.65M.
- Merck made up 0.14% of Clearstead Advisors's portfolio in Q2 2026, its #136 holding.
- Clearstead Advisors first reported a position in Merck in Q4 2016 and has held it in 39 quarters since.
- Clearstead Advisors's Merck position peaked at $18.3M in Q1 2026.
- 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.