Dana Investment Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.73M | Buy |
47,626
+2,665
| +6% | +$308K | 0.17% | 153 |
|
|
2025
Q4 | $4.73M | Sell |
44,961
-94
| -0.2% | -$8.82K | 0.14% | 173 |
|
|
2025
Q3 | $3.78M | Buy |
45,055
+2,825
| +7% | +$233K | 0.11% | 202 |
|
|
2025
Q2 | $3.34M | Sell |
42,230
-3,199
| -7% | -$254K | 0.11% | 212 |
|
|
2025
Q1 | $4.08M | Sell |
45,429
-96,599
| -68% | -$9.02M | 0.15% | 177 |
|
|
2024
Q4 | $14.1M | Sell |
142,028
-34,691
| -20% | -$3.58M | 0.47% | 43 |
|
|
2024
Q3 | $20.1M | Sell |
176,719
-3,946
| -2% | -$469K | 0.66% | 34 |
|
|
2024
Q2 | $22.4M | Sell |
180,665
-10,098
| -5% | -$1.3M | 0.76% | 25 |
|
|
2024
Q1 | $25.2M | Buy |
190,763
+6,474
| +4% | +$798K | 0.84% | 20 |
|
|
2023
Q4 | $20.1M | Sell |
184,289
-24,140
| -12% | -$2.51M | 0.97% | 27 |
|
|
2023
Q3 | $21.5M | Buy |
208,429
+36,585
| +21% | +$3.94M | 1.1% | 20 |
|
|
2023
Q2 | $19.8M | Sell |
171,844
-13,105
| -7% | -$1.49M | 0.98% | 30 |
|
|
2023
Q1 | $19.7M | Sell |
184,949
-22,685
| -11% | -$2.45M | 1% | 34 |
|
|
2022
Q4 | $23M | Sell |
207,634
-8,163
| -4% | -$834K | 1.21% | 27 |
|
|
2022
Q3 | $18.6M | Sell |
215,797
-35,600
| -14% | -$3.18M | 1.05% | 32 |
|
|
2022
Q2 | $22.9M | Sell |
251,397
-27,153
| -10% | -$2.41M | 1.16% | 27 |
|
|
2022
Q1 | $22.9M | Buy |
278,550
+85,094
| +44% | +$6.71M | 1.05% | 36 |
|
|
2021
Q4 | $14.8M | Buy |
193,456
+150,881
| +354% | +$12M | 0.64% | 56 |
|
|
2021
Q3 | $3.2M | Buy |
42,575
+1,167
| +3% | +$88.8K | 0.14% | 99 |
|
|
2021
Q2 | $3.22M | Buy |
41,408
+3,368
| +9% | +$251K | 0.14% | 101 |
|
|
2021
Q1 | $2.8M | Sell |
38,040
-255,938
| -87% | -$18.9M | 0.13% | 109 |
|
|
2020
Q4 | $22.9M | Buy |
293,978
+20,071
| +7% | +$1.54M | 1.14% | 32 |
|
|
2020
Q3 | $21.7M | Sell |
273,907
-28,957
| -10% | -$2.27M | 1.18% | 32 |
|
|
2020
Q2 | $22.3M | Sell |
302,864
-34,383
| -10% | -$2.59M | 1.21% | 32 |
|
|
2020
Q1 | $24.8M | Buy |
337,247
+4,772
| +1% | +$375K | 1.51% | 22 |
|
|
2019
Q4 | $28.9M | Buy |
332,475
+11,592
| +4% | +$952K | 1.38% | 33 |
|
|
2019
Q3 | $25.8M | Buy |
320,883
+10,308
| +3% | +$826K | 1.31% | 37 |
|
|
2019
Q2 | $24.8M | Buy |
310,575
+73
| +0% | +$5.59K | 1.23% | 31 |
|
|
2019
Q1 | $24.6M | Buy |
310,502
+204,755
| +194% | +$15.3M | 1.16% | 35 |
|
|
2018
Q4 | $7.71M | Buy |
+105,747
| New | +$7.47M | 0.39% | 79 |
|
|
2013
Q4 | – | Sell |
-47,358
| Closed | -$2.15M | – | 277 |
|
|
2013
Q3 | $2.15M | Buy |
47,358
+424
| +0.9% | +$19.4K | 0.15% | 107 |
|
|
2013
Q2 | $2.08M | Buy |
+46,934
| New | +$2.1M | 0.16% | 112 |
|
Other funds holding MRK
VCM
VPM
Dana Investment Advisors's MRK Position: Q1 2026 in Review
Dana Investment Advisors increased its Merck (MRK) stake by 5.9% in Q1 2026, buying an estimated $308K and bringing the position to 47,626 shares worth $5.73M. The position accounts for 0.17% of the portfolio, ranked #153.
Dana Investment Advisors first reported a position in MRK in Q2 2013 and has held it in 32 quarters since. The position peaked at $28.9M in Q4 2019. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Dana Investment Advisors held 47,626 shares of Merck worth $5.73M as of Q1 2026.
- Dana Investment Advisors bought 2,665 Merck shares in Q1 2026, an estimated $308K.
- Merck made up 0.17% of Dana Investment Advisors's portfolio in Q1 2026, its #153 holding.
- Dana Investment Advisors first reported a position in Merck in Q2 2013 and has held it in 32 quarters since.
- Dana Investment Advisors's Merck position peaked at $28.9M in Q4 2019.
- 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.