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Foundations Investment Advisors’s Merck MRK Stock Holding History

Foundations Investment 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 		$3.45M Buy
26,833
+6,533
+32% +$765K 0.04% 308
2026
Q1 		$2.44M Buy
20,300
+2,860
+16% +$330K 0.03% 334
2025
Q4 		$1.84M Sell
17,440
-986
-5% -$92.6K 0.02% 370
2025
Q3 		$1.55M Sell
18,426
-8,405
-31% -$692K 0.02% 364
2025
Q2 		$2.12M Buy
26,831
+2,565
+11% +$204K 0.03% 305
2025
Q1 		$2.18M Sell
24,266
-48,795
-67% -$4.56M 0.04% 284
2024
Q4 		$7.27M Buy
73,061
+13,540
+23% +$1.4M 0.14% 144
2024
Q3 		$6.76M Buy
59,521
+10,831
+22% +$1.29M 0.14% 131
2024
Q2 		$6.03M Buy
48,690
+896
+2% +$115K 0.15% 123
2024
Q1 		$6.31M Buy
47,794
+814
+2% +$100K 0.17% 113
2023
Q4 		$5.94M Sell
46,980
-21,775
-32% -$2.26M 0.16% 104
2023
Q3 		$7.08M Buy
68,755
+29,286
+74% +$3.16M 0.22% 88
2023
Q2 		$4.55M Buy
39,469
+2,483
+7% +$282K 0.15% 98
2023
Q1 		$3.93M Buy
36,986
+9,390
+34% +$1.01M 0.14% 99
2022
Q4 		$3.06M Buy
27,596
+18,686
+210% +$1.91M 0.12% 96
2022
Q3 		$767K Buy
8,910
+3,702
+71% +$330K 0.03% 195
2022
Q2 		$485K Buy
5,208
+784
+18% +$69.5K 0.02% 234
2022
Q1 		$384K Buy
4,424
+302
+7% +$23.8K 0.01% 230
2021
Q4 		$335K Buy
4,122
+363
+10% +$28.9K 0.01% 258
2021
Q3 		$307K Buy
+3,759
New +$286K 0.01% 246
2021
Q1 		– Sell
-2,866
Closed -$227K – 234
2020
Q4 		$227K Buy
+2,866
New +$219K 0.01% 170

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's MRK Position: Q2 2026 in Review

Foundations Investment Advisors increased its Merck (MRK) stake by 32% in Q2 2026, buying an estimated $765K and bringing the position to 26,833 shares worth $3.45M. The position accounts for 0.04% of the portfolio, ranked #308.

Foundations Investment Advisors first reported a position in MRK in Q4 2020 and has held it in 21 quarters since. The position peaked at $7.27M in Q4 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Foundations Investment Advisors held 26,833 shares of Merck worth $3.45M as of Q2 2026.
  • Foundations Investment Advisors bought 6,533 Merck shares in Q2 2026, an estimated $765K.
  • Merck made up 0.04% of Foundations Investment Advisors's portfolio in Q2 2026, its #308 holding.
  • Foundations Investment Advisors first reported a position in Merck in Q4 2020 and has held it in 21 quarters since.
  • Foundations Investment Advisors's Merck position peaked at $7.27M in Q4 2024.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.