HCA
MRK icon

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 Buy
265
+10
+4% +$934 ﹤0.01% 189
2024
Q4 		$25.4K Hold
255
– – ﹤0.01% 182
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return