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Concurrent Investment Advisors’s Merck MRK Stock Holding History

Concurrent Investment Advisors’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 		$30.6M Buy
254,138
+20,658
+9% +$2.38M 0.33% 54
2025
Q4 		$24.6M Buy
233,480
+137,690
+144% +$12.9M 0.28% 70
2025
Q3 		$8.04M Buy
95,790
+3,232
+3% +$266K 0.14% 153
2025
Q2 		$7.33M Buy
92,558
+1,028
+1% +$81.7K 0.14% 154
2025
Q1 		$8.22M Sell
91,530
-3,953
-4% -$369K 0.2% 110
2024
Q4 		$9.5M Sell
95,483
-21,807
-19% -$2.25M 0.26% 85
2024
Q3 		$13.3M Buy
117,290
+4,229
+4% +$502K 0.39% 57
2024
Q2 		$14M Buy
113,061
+30,165
+36% +$3.89M 0.46% 46
2024
Q1 		$10.9M Sell
82,896
-2,494
-3% -$307K 0.44% 53
2023
Q4 		$9.31M Buy
+85,390
New +$8.86M 0.44% 52

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

Concurrent Investment Advisors's MRK Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Merck (MRK) stake by 8.8% in Q1 2026, buying an estimated $2.38M and bringing the position to 254,138 shares worth $30.6M. The position accounts for 0.33% of the portfolio, ranked #54.

Concurrent Investment Advisors first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Concurrent Investment Advisors held 254,138 shares of Merck worth $30.6M as of Q1 2026.
  • Concurrent Investment Advisors bought 20,658 Merck shares in Q1 2026, an estimated $2.38M.
  • Merck made up 0.33% of Concurrent Investment Advisors's portfolio in Q1 2026, its #54 holding.
  • Concurrent Investment Advisors first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.