Curtis Advisory Group’s Merck MRK Stock Holding History

Curtis Advisory Group’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	$794K	Hold	6,600	–	–	0.17%	71
2025 Q4	$695K	Hold	6,600	–	–	0.15%	74
2025 Q3	$554K	Buy	+6,600	New	+$544K	0.13%	74
2024 Q1	–	Sell	-3,269	Closed	-$356K	–	97
2023 Q4	$356K	Hold	3,269	–	–	0.16%	70
2023 Q3	$337K	Sell	3,269 -500	-13%	-$53.9K	0.11%	68
2023 Q2	$435K	Hold	3,769	–	–	0.14%	64
2023 Q1	$401K	Sell	3,769 -100	-3%	-$10.8K	0.15%	62
2022 Q4	$429K	Sell	3,869 -1,431	-27%	-$146K	0.17%	56
2022 Q3	$456K	Sell	5,300 -500	-9%	-$44.6K	0.19%	55
2022 Q2	$529K	Sell	5,800 -200	-3%	-$17.7K	0.21%	53
2022 Q1	$492K	Hold	6,000	–	–	0.17%	51
2021 Q4	$460K	Sell	6,000 -133	-2%	-$10.6K	0.15%	57
2021 Q3	$461K	Sell	6,133 -267	-4%	-$20.3K	0.17%	49
2021 Q2	$498K	Sell	6,400 -517	-7%	-$38.5K	0.22%	49
2021 Q1	$509K	Buy	6,917 +3,354	+94%	+$247K	0.23%	52
2020 Q4	$278K	Hold	3,563	–	–	0.14%	54
2020 Q3	$282K	Sell	3,563 -419	-11%	-$32.8K	0.17%	51
2020 Q2	$294K	Hold	3,982	–	–	0.21%	45
2020 Q1	$292K	Sell	3,982 -420	-10%	-$33K	0.19%	41
2019 Q4	$382K	Buy	+4,402	New	+$362K	0.22%	40

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

Curtis Advisory Group's MRK Position: Q1 2026 in Review

Curtis Advisory Group held its Merck (MRK) position steady in Q1 2026 at 6,600 shares worth $794K. The position accounts for 0.17% of the portfolio, ranked #71.

Curtis Advisory Group first reported a position in MRK in Q4 2019 and has held it in 20 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Curtis Advisory Group held 6,600 shares of Merck worth $794K as of Q1 2026.
Curtis Advisory Group left its Merck share count unchanged in Q1 2026.
Merck made up 0.17% of Curtis Advisory Group's portfolio in Q1 2026, its #71 holding.
Curtis Advisory Group first reported a position in Merck in Q4 2019 and has held it in 20 quarters since.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.