HCA
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Heck Capital Advisors’s Merck MRK Stock Holding History

Heck 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 		– Sell
-2,558
Closed -$271K – 225
2025
Q4 		$271K Buy
2,558
+20
+0.8% +$1.88K 0.02% 199
2025
Q3 		$215K Buy
2,538
+12
+0.5% +$988 0.02% 191
2025
Q2 		$202K Buy
2,526
+2,261
+853% +$180K 0.02% 177
2025
Q1 		$23.8K Sell
265
-9,923
-97% -$926K ﹤0.01% 189
2024
Q4 		$1.01M Buy
10,188
+9,933
+3,895% +$1.02M 0.04% 138
2024
Q3 		$29K Hold
255
– – ﹤0.01% 171
2024
Q2 		$31.6K Hold
255
– – ﹤0.01% 165
2024
Q1 		$33.6K Hold
255
– – 0.01% 162
2023
Q4 		$27.8K Hold
255
– – ﹤0.01% 159
2023
Q3 		$26.3K Buy
+255
New +$27.5K ﹤0.01% 154

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Heck Capital Advisors sold out of Merck (MRK) in Q1 2026, closing a stake of 2,558 shares — an estimated $271K sold.

Heck Capital Advisors first reported a position in MRK in Q3 2023 and held it in 10 quarters. The position peaked at $1.01M in Q4 2024. 3,800 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Heck Capital Advisors reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
  • Heck Capital Advisors sold 2,558 Merck shares in Q1 2026, an estimated $271K.
  • Heck Capital Advisors first reported a position in Merck in Q3 2023 and held it in 10 quarters.
  • Heck Capital Advisors's Merck position peaked at $1.01M in Q4 2024.
  • 3,800 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Heck Capital Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.