Elevated Capital Advisors’s Merck MRK Stock Holding History

Elevated Capital 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 Q3	$246K	Sell	1,695 -656	-28%	-$90.6K	0.08%	144
2026 Q2	$302K	Sell	2,351 -89	-4%	-$10.4K	0.08%	208
2026 Q1	$293K	Sell	2,440 -13,424	-85%	-$1.55M	0.07%	224
2025 Q4	$1.67M	Buy	15,864 +2,164	+16%	+$203K	0.39%	68
2025 Q3	$1.15M	Buy	13,700 +2,822	+26%	+$232K	0.29%	90
2025 Q2	$976K	Hold	10,878	–	–	0.27%	101
2025 Q1	$976K	Buy	10,878 +866	+9%	+$80.9K	0.27%	101
2024 Q4	$996K	Buy	10,012 +2,654	+36%	+$274K	0.27%	103
2024 Q3	$836K	Buy	7,358 +1,763	+32%	+$209K	0.22%	141
2024 Q2	$693K	Buy	+5,595	New	+$721K	0.19%	143

Other funds holding MRK

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Elevated Capital Advisors's MRK Position: Q3 2026 in Review

Elevated Capital Advisors reduced its Merck (MRK) stake by 28% in Q3 2026, selling an estimated $90.6K and leaving 1,695 shares worth $246K. The position accounts for 0.08% of the portfolio, ranked #144.

Elevated Capital Advisors first reported a position in MRK in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.67M in Q4 2025. 3,152 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

Elevated Capital Advisors held 1,695 shares of Merck worth $246K as of Q3 2026.
Elevated Capital Advisors sold 656 Merck shares in Q3 2026, an estimated $90.6K.
Merck made up 0.08% of Elevated Capital Advisors's portfolio in Q3 2026, its #144 holding.
Elevated Capital Advisors first reported a position in Merck in Q2 2024 and has held it in 10 quarters since.
Elevated Capital Advisors's Merck position peaked at $1.67M in Q4 2025.
3,152 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.