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Cooper/Haims Advisors’s Merck MRK Stock Holding History

Cooper/Haims 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
Q2 		$315K Hold
2,450
– – 0.14% 73
2026
Q1 		$295K Buy
2,450
+50
+2% +$5.77K 0.14% 70
2025
Q4 		$253K Hold
2,400
– – 0.11% 79
2025
Q3 		$201K Buy
+2,400
New +$198K 0.09% 86
2025
Q2 		– Sell
-2,485
Closed -$223K – 89
2025
Q1 		$223K Sell
2,485
-14
-0.6% -$1.31K 0.12% 71
2024
Q4 		$249K Sell
2,499
-57
-2% -$5.88K 0.14% 67
2024
Q3 		$290K Sell
2,556
-236
-8% -$28K 0.16% 62
2024
Q2 		$346K Sell
2,792
-164
-6% -$21.1K 0.19% 51
2024
Q1 		$390K Hold
2,956
– – 0.23% 46
2023
Q4 		$322K Sell
2,956
-150
-5% -$15.6K 0.18% 46
2023
Q3 		$320K Buy
3,106
+150
+5% +$16.2K 0.25% 46
2023
Q2 		$341K Hold
2,956
– – 0.26% 45
2023
Q1 		$314K Hold
2,956
– – 0.25% 47
2022
Q4 		$328K Hold
2,956
– – 0.23% 43
2022
Q3 		$255K Hold
2,956
– – 0.21% 48
2022
Q2 		$269K Hold
2,956
– – 0.18% 58
2022
Q1 		$243K Hold
2,956
– – 0.16% 68
2021
Q4 		$227K Hold
2,956
– – 0.14% 69
2021
Q3 		$222K Buy
2,956
+133
+5% +$10.1K 0.13% 70
2021
Q2 		$220K Sell
2,823
-136
-5% -$10.1K 0.14% 71
2021
Q1 		$218K Buy
2,959
+41
+1% +$3.02K 0.15% 69
2020
Q4 		$228K Hold
2,918
– – 0.17% 59
2020
Q3 		$231K Hold
2,918
– – 0.19% 50
2020
Q2 		$215K Buy
2,918
+37
+1% +$2.79K 0.17% 48
2020
Q1 		$212K Hold
2,881
– – 0.18% 40
2019
Q4 		$250K Buy
+2,881
New +$237K 0.14% 49

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cooper/Haims Advisors's MRK Position: Q2 2026 in Review

Cooper/Haims Advisors held its Merck (MRK) position steady in Q2 2026 at 2,450 shares worth $315K. The position accounts for 0.14% of the portfolio, ranked #73.

Cooper/Haims Advisors first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $390K in Q1 2024. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Cooper/Haims Advisors held 2,450 shares of Merck worth $315K as of Q2 2026.
  • Cooper/Haims Advisors left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.14% of Cooper/Haims Advisors's portfolio in Q2 2026, its #73 holding.
  • Cooper/Haims Advisors first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • Cooper/Haims Advisors's Merck position peaked at $390K in Q1 2024.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.