Fortis 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 | $251K | Hold |
2,083
| – | – | 0.13% | 104 |
|
|
2025
Q4 | $219K | Buy |
+2,083
| New | +$196K | 0.12% | 117 |
|
|
2025
Q1 | – | Sell |
-2,083
| Closed | -$207K | – | 115 |
|
|
2024
Q4 | $207K | Hold |
2,083
| – | – | 0.14% | 103 |
|
|
2024
Q3 | $237K | Hold |
2,083
| – | – | 0.15% | 98 |
|
|
2024
Q2 | $258K | Hold |
2,083
| – | – | 0.18% | 84 |
|
|
2024
Q1 | $275K | Sell |
2,083
-1,217
| -37% | -$150K | 0.18% | 76 |
|
|
2023
Q4 | $360K | Hold |
3,300
| – | – | 0.26% | 63 |
|
|
2023
Q3 | $340K | Hold |
3,300
| – | – | 0.26% | 64 |
|
|
2023
Q2 | $381K | Sell |
3,300
-700
| -18% | -$79.5K | 0.27% | 55 |
|
|
2023
Q1 | $426K | Hold |
4,000
| – | – | 0.28% | 48 |
|
|
2022
Q4 | $444K | Hold |
4,000
| – | – | 0.34% | 42 |
|
|
2022
Q3 | $344K | Sell |
4,000
-412
| -9% | -$36.8K | 0.25% | 58 |
|
|
2022
Q2 | $402K | Buy |
4,412
+93
| +2% | +$8.24K | 0.27% | 55 |
|
|
2022
Q1 | $354K | Hold |
4,319
| – | – | 0.19% | 73 |
|
|
2021
Q4 | $331K | Hold |
4,319
| – | – | 0.19% | 79 |
|
|
2021
Q3 | $324K | Buy |
4,319
+236
| +6% | +$17.9K | 0.2% | 71 |
|
|
2021
Q2 | $318K | Sell |
4,083
-972
| -19% | -$72.3K | 0.18% | 76 |
|
|
2021
Q1 | $372K | Buy |
5,055
+1,911
| +61% | +$141K | 0.26% | 59 |
|
|
2020
Q4 | $245K | Hold |
3,144
| – | – | 0.22% | 54 |
|
|
2020
Q3 | $249K | Sell |
3,144
-1,886
| -37% | -$148K | 0.23% | 44 |
|
|
2020
Q2 | $371K | Sell |
5,030
-481
| -9% | -$36.2K | 0.37% | 40 |
|
|
2020
Q1 | $405K | Buy |
5,511
+24
| +0.4% | +$1.89K | 0.27% | 40 |
|
|
2019
Q4 | $476K | Hold |
5,487
| – | – | 0.29% | 49 |
|
|
2019
Q3 | $442K | Buy |
5,487
+247
| +5% | +$19.8K | 0.21% | 50 |
|
|
2019
Q2 | $419K | Hold |
5,240
| – | – | 0.2% | 53 |
|
|
2019
Q1 | $416K | Hold |
5,240
| – | – | 0.22% | 50 |
|
|
2018
Q4 | $382K | Hold |
5,240
| – | – | 0.23% | 46 |
|
|
2018
Q3 | $355K | Sell |
5,240
-105
| -2% | -$6.69K | 0.2% | 54 |
|
|
2018
Q2 | $311K | Hold |
5,345
| – | – | 0.18% | 58 |
|
|
2018
Q1 | $279K | Hold |
5,345
| – | – | 0.15% | 55 |
|
|
2017
Q4 | $287K | Sell |
5,345
-105
| -2% | -$5.82K | 0.18% | 53 |
|
|
2017
Q3 | $333K | Hold |
5,450
| – | – | 0.23% | 38 |
|
|
2017
Q2 | $334K | Hold |
5,450
| – | – | 0.26% | 45 |
|
|
2017
Q1 | $330K | Sell |
5,450
-198
| -4% | -$12K | 0.3% | 42 |
|
|
2016
Q4 | $318K | Buy |
+5,648
| New | +$331K | 0.34% | 21 |
|
Other funds holding MRK
VCM
VPM
Fortis Advisors's MRK Position: Q1 2026 in Review
Fortis Advisors held its Merck (MRK) position steady in Q1 2026 at 2,083 shares worth $251K. The position accounts for 0.13% of the portfolio, ranked #104.
Fortis Advisors first reported a position in MRK in Q4 2016 and has held it in 35 quarters since. The position peaked at $476K in Q4 2019. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Fortis Advisors held 2,083 shares of Merck worth $251K as of Q1 2026.
- Fortis Advisors left its Merck share count unchanged in Q1 2026.
- Merck made up 0.13% of Fortis Advisors's portfolio in Q1 2026, its #104 holding.
- Fortis Advisors first reported a position in Merck in Q4 2016 and has held it in 35 quarters since.
- Fortis Advisors's Merck position peaked at $476K in Q4 2019.
- 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.