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Fortis Capital Advisors’s Merck MRK Stock Holding History

Fortis 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
Q2 		$645K Buy
5,018
+1,350
+37% +$158K 0.07% 217
2026
Q1 		$441K Buy
3,668
+1,763
+93% +$204K 0.06% 247
2025
Q4 		$201K Buy
+1,905
New +$179K 0.03% 302
2025
Q3 		– Sell
-2,585
Closed -$205K – 297
2025
Q2 		$205K Sell
2,585
-105
-4% -$8.35K 0.04% 227
2025
Q1 		$241K Buy
+2,690
New +$251K 0.05% 225
2023
Q2 		– Sell
-993
Closed -$106K – 429
2023
Q1 		$106K Buy
993
+15
+2% +$1.62K 0.06% 172
2022
Q4 		$109K Buy
+978
New +$100K 0.06% 204

Other funds holding MRK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Fortis Capital Advisors's MRK Position: Q2 2026 in Review

Fortis Capital Advisors increased its Merck (MRK) stake by 37% in Q2 2026, buying an estimated $158K and bringing the position to 5,018 shares worth $645K. The position accounts for 0.07% of the portfolio, ranked #217.

Fortis Capital Advisors first reported a position in MRK in Q4 2022 and has held it in 7 quarters since. 2,083 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Fortis Capital Advisors held 5,018 shares of Merck worth $645K as of Q2 2026.
  • Fortis Capital Advisors bought 1,350 Merck shares in Q2 2026, an estimated $158K.
  • Merck made up 0.07% of Fortis Capital Advisors's portfolio in Q2 2026, its #217 holding.
  • Fortis Capital Advisors first reported a position in Merck in Q4 2022 and has held it in 7 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.