Clearstead Trust’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 | $2.34M | Buy |
19,453
+220
| +1% | +$25.4K | 0.38% | 41 |
|
|
2025
Q4 | $2.02M | Sell |
19,233
-249
| -1% | -$23.4K | 0.32% | 49 |
|
|
2025
Q3 | $1.64M | Sell |
19,482
-2,237
| -10% | -$184K | 0.28% | 57 |
|
|
2025
Q2 | $1.72M | Sell |
21,719
-1,694
| -7% | -$135K | 0.33% | 51 |
|
|
2025
Q1 | $2.1M | Sell |
23,413
-4,204
| -15% | -$393K | 0.47% | 38 |
|
|
2024
Q4 | $2.75M | Buy |
27,617
+94
| +0.3% | +$9.69K | 0.59% | 28 |
|
|
2024
Q3 | $3.13M | Sell |
27,523
-724
| -3% | -$86K | 0.75% | 26 |
|
|
2024
Q2 | $3.5M | Sell |
28,247
-736
| -3% | -$94.8K | 0.87% | 24 |
|
|
2024
Q1 | $3.82M | Sell |
28,983
-2,496
| -8% | -$308K | 1% | 21 |
|
|
2023
Q4 | $3.43M | Sell |
31,479
-1,160
| -4% | -$120K | 0.94% | 19 |
|
|
2023
Q3 | $3.36M | Buy |
32,639
+515
| +2% | +$55.5K | 1.11% | 17 |
|
|
2023
Q2 | $3.69M | Buy |
32,124
+1,662
| +5% | +$189K | 1.18% | 15 |
|
|
2023
Q1 | $3.24M | Sell |
30,462
-1,436
| -5% | -$155K | 1.03% | 19 |
|
|
2022
Q4 | $3.54M | Buy |
31,898
+399
| +1% | +$40.8K | 1.18% | 22 |
|
|
2022
Q3 | $2.71M | Buy |
31,499
+29,287
| +1,324% | +$2.61M | 0.94% | 23 |
|
|
2022
Q2 | $202K | Hold |
2,212
| – | – | 0.15% | 77 |
|
|
2022
Q1 | $181K | Sell |
2,212
-152
| -6% | -$12K | 0.12% | 91 |
|
|
2021
Q4 | $181K | Hold |
2,364
| – | – | 0.11% | 96 |
|
|
2021
Q3 | $178K | Buy |
2,364
+1,202
| +103% | +$91.4K | 0.11% | 95 |
|
|
2021
Q2 | $90K | Buy |
+1,162
| New | +$86.4K | 0.06% | 107 |
|
|
2021
Q1 | – | Sell |
-1,258
| Closed | -$98K | – | 145 |
|
|
2020
Q4 | $98K | Hold |
1,258
| – | – | 0.06% | 118 |
|
|
2020
Q3 | $100K | Buy |
1,258
+40
| +3% | +$3.13K | 0.08% | 102 |
|
|
2020
Q2 | $90K | Hold |
1,218
| – | – | 0.08% | 108 |
|
|
2020
Q1 | $89K | Sell |
1,218
-34
| -3% | -$2.67K | 0.08% | 108 |
|
|
2019
Q4 | $109K | Buy |
1,252
+1
| +0.1% | +$82 | 0.08% | 112 |
|
|
2019
Q3 | $101K | Hold |
1,251
| – | – | 0.08% | 110 |
|
|
2019
Q2 | $100K | Buy |
1,251
+33
| +3% | +$2.53K | 0.08% | 112 |
|
|
2019
Q1 | $97K | Sell |
1,218
-433
| -26% | -$32.4K | 0.08% | 111 |
|
|
2018
Q4 | $120K | Sell |
1,651
-677
| -29% | -$47.8K | 0.11% | 111 |
|
|
2018
Q3 | $158K | Buy |
2,328
+142
| +6% | +$9.05K | 0.12% | 98 |
|
|
2018
Q2 | $127K | Buy |
+2,186
| New | +$123K | 0.11% | 107 |
|
|
2018
Q1 | – | Sell |
-4,616
| Closed | -$248K | – | 164 |
|
|
2017
Q4 | $248K | Hold |
4,616
| – | – | 0.17% | 95 |
|
|
2017
Q3 | $282K | Hold |
4,616
| – | – | 0.21% | 98 |
|
|
2017
Q2 | $282K | Sell |
4,616
-236
| -5% | -$14.4K | 0.22% | 82 |
|
|
2017
Q1 | $294K | Buy |
4,852
+483
| +11% | +$29.3K | 0.24% | 80 |
|
|
2016
Q4 | $245K | Buy |
+4,369
| New | +$256K | 0.22% | 87 |
|
Other funds holding MRK
VCM
VPM
Clearstead Trust's MRK Position: Q1 2026 in Review
Clearstead Trust increased its Merck (MRK) stake by 1.1% in Q1 2026, buying an estimated $25.4K and bringing the position to 19,453 shares worth $2.34M. The position accounts for 0.38% of the portfolio, ranked #41.
Clearstead Trust first reported a position in MRK in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.82M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Clearstead Trust held 19,453 shares of Merck worth $2.34M as of Q1 2026.
- Clearstead Trust bought 220 Merck shares in Q1 2026, an estimated $25.4K.
- Merck made up 0.38% of Clearstead Trust's portfolio in Q1 2026, its #41 holding.
- Clearstead Trust first reported a position in Merck in Q4 2016 and has held it in 36 quarters since.
- Clearstead Trust's Merck position peaked at $3.82M in Q1 2024.
- 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.