EAN
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Excelsior Advisor Network’s Merck MRK Stock Holding History

Excelsior Advisor Network’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
Q2 		$2.58M Buy
20,063
+16,274
+430% +$1.9M 0.34% 72
2026
Q1 		$456K Buy
3,789
+361
+11% +$41.7K 0.17% 114
2025
Q4 		$361K Buy
+3,428
New +$322K 0.18% 111

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Excelsior Advisor Network's MRK Position: Q2 2026 in Review

Excelsior Advisor Network increased its Merck (MRK) stake by 430% in Q2 2026, buying an estimated $1.9M and bringing the position to 20,063 shares worth $2.58M. The position accounts for 0.34% of the portfolio, ranked #72.

Excelsior Advisor Network first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,828 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Excelsior Advisor Network held 20,063 shares of Merck worth $2.58M as of Q2 2026.
  • Excelsior Advisor Network bought 16,274 Merck shares in Q2 2026, an estimated $1.9M.
  • Merck made up 0.34% of Excelsior Advisor Network's portfolio in Q2 2026, its #72 holding.
  • Excelsior Advisor Network first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.