Continuum Advisory’s Merck MRK Stock Holding History

Continuum Advisory’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	$1.19M	Buy	9,881 +807	+9%	+$93.2K	0.11%	169
2025 Q4	$955K	Buy	9,074 +1,145	+14%	+$107K	0.1%	193
2025 Q3	$665K	Buy	7,929 +127	+2%	+$10.5K	0.07%	234
2025 Q2	$618K	Buy	7,802 +62	+0.8%	+$4.93K	0.07%	232
2025 Q1	$695K	Sell	7,740 -341	-4%	-$31.8K	0.09%	198
2024 Q4	$804K	Sell	8,081 -590	-7%	-$60.8K	0.1%	179
2024 Q3	$853K	Buy	8,671 +299	+4%	+$35.5K	0.11%	173
2024 Q2	$1.04M	Sell	8,372 -9	-0.1%	-$1.16K	0.15%	147
2024 Q1	$1.09M	Sell	8,381 -2,816	-25%	-$347K	0.16%	141
2023 Q4	$1.22M	Sell	11,197 -1,989	-15%	-$206K	0.17%	149
2023 Q3	$1.36M	Sell	13,186 -1,625	-11%	-$175K	0.22%	124
2023 Q2	$1.71M	Sell	14,811 -16,924	-53%	-$1.92M	0.27%	95
2023 Q1	$3.38M	Sell	31,735 -90	-0.3%	-$9.72K	0.57%	35
2022 Q4	$3.53M	Sell	31,825 -1,185	-4%	-$121K	0.64%	28
2022 Q3	$2.84M	Buy	33,010 +3,086	+10%	+$275K	0.5%	43
2022 Q2	$2.73M	Buy	29,924 +5,503	+23%	+$488K	0.5%	45
2022 Q1	$2.17M	Buy	24,421 +16,158	+196%	+$1.27M	0.41%	58
2021 Q4	$633K	Buy	8,263 +1,660	+25%	+$132K	0.14%	155
2021 Q3	$496K	Buy	6,603 +541	+9%	+$41.1K	0.13%	164
2021 Q2	$471K	Buy	+6,062	New	+$451K	0.15%	155
2018 Q1	–	Sell	-4,914	Closed	-$264K	–	161
2017 Q4	$264K	Buy	4,914 +768	+19%	+$42.6K	0.2%	126
2017 Q3	$253K	Buy	4,146 +430	+12%	+$26.1K	0.22%	120
2017 Q2	$227K	Buy	+3,716	New	+$226K	0.23%	126

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Continuum Advisory's MRK Position: Q1 2026 in Review

Continuum Advisory increased its Merck (MRK) stake by 8.9% in Q1 2026, buying an estimated $93.2K and bringing the position to 9,881 shares worth $1.19M. The position accounts for 0.11% of the portfolio, ranked #169.

Continuum Advisory first reported a position in MRK in Q2 2017 and has held it in 23 quarters since. The position peaked at $3.53M in Q4 2022. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Continuum Advisory held 9,881 shares of Merck worth $1.19M as of Q1 2026.
Continuum Advisory bought 807 Merck shares in Q1 2026, an estimated $93.2K.
Merck made up 0.11% of Continuum Advisory's portfolio in Q1 2026, its #169 holding.
Continuum Advisory first reported a position in Merck in Q2 2017 and has held it in 23 quarters since.
Continuum Advisory's Merck position peaked at $3.53M in Q4 2022.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.