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Coppell Advisory Solutions’s Merck MRK Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-4,188
Closed -$444K – 235
2025
Q4 		$444K Buy
+4,188
New +$393K 0.04% 269
2025
Q1 		– Sell
-599
Closed -$59.5K – 1273
2024
Q4 		$59.5K Sell
599
-807
-57% -$83.2K 0.01% 534
2024
Q3 		$160K Sell
1,406
-996
-41% -$118K 0.02% 322
2024
Q2 		$297K Buy
+2,402
New +$309K 0.05% 204
2023
Q4 		$311K Sell
2,853
-1,668
-37% -$173K 0.06% 201
2023
Q3 		$502K Buy
4,521
+3,757
+492% +$405K 0.17% 110
2023
Q2 		$86.7K Buy
+764
New +$86.7K 0.02% 285
2023
Q1 		– Sell
-2,759
Closed -$306K – 738
2022
Q4 		$306K Buy
+2,759
New +$282K 0.1% 137
2020
Q4 		$1.26M Buy
+16,139
New +$1.23M 0.64% 39

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

Coppell Advisory Solutions's MRK Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Merck (MRK) in Q1 2026, closing a stake of 4,188 shares — an estimated $444K sold.

Coppell Advisory Solutions first reported a position in MRK in Q4 2020 and held it in 9 quarters. The position peaked at $1.26M in Q4 2020. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4,188 Merck shares in Q1 2026, an estimated $444K.
  • Coppell Advisory Solutions first reported a position in Merck in Q4 2020 and held it in 9 quarters.
  • Coppell Advisory Solutions's Merck position peaked at $1.26M in Q4 2020.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.