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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
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

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

Elevated Capital Advisors's MRK Position: Q1 2026 in Review

Elevated Capital Advisors reduced its Merck (MRK) stake by 85% in Q1 2026, selling an estimated $1.55M and leaving 2,440 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #224.

Elevated Capital Advisors first reported a position in MRK in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.67M in Q4 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Elevated Capital Advisors held 2,440 shares of Merck worth $293K as of Q1 2026.
  • Elevated Capital Advisors sold 13,424 Merck shares in Q1 2026, an estimated $1.55M.
  • Merck made up 0.07% of Elevated Capital Advisors's portfolio in Q1 2026, its #224 holding.
  • Elevated Capital Advisors first reported a position in Merck in Q2 2024 and has held it in 8 quarters since.
  • Elevated Capital Advisors's Merck position peaked at $1.67M in Q4 2025.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.