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Herold Advisors’s Merck MRK Stock Holding History

Herold 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 		$3.81M Buy
31,656
+1,508
+5% +$174K 0.84% 31
2025
Q4 		$3.17M Sell
30,148
-262
-0.9% -$24.6K 0.71% 38
2025
Q3 		$2.55M Sell
30,410
-1,156
-4% -$95.2K 0.59% 50
2025
Q2 		$2.5M Sell
31,566
-2,859
-8% -$227K 0.52% 54
2025
Q1 		$3.09M Sell
34,425
-1,822
-5% -$170K 0.68% 38
2024
Q4 		$3.61M Sell
36,247
-1,032
-3% -$106K 0.79% 30
2024
Q3 		$4.23M Buy
37,279
+70
+0.2% +$8.32K 0.92% 24
2024
Q2 		$4.61M Buy
37,209
+44
+0.1% +$5.67K 1.07% 20
2024
Q1 		$4.9M Sell
37,165
-627
-2% -$77.3K 1.19% 17
2023
Q4 		$4.12M Buy
37,792
+854
+2% +$88.6K 1.14% 15
2023
Q3 		$3.8M Buy
36,938
+576
+2% +$62.1K 1.16% 17
2023
Q2 		$4.2M Buy
36,362
+1,513
+4% +$172K 1.28% 13
2023
Q1 		$3.71M Buy
34,849
+3,585
+11% +$387K 1.28% 14
2022
Q4 		$3.47M Buy
31,264
+2,495
+9% +$255K 1.47% 14
2022
Q3 		$2.48M Buy
28,769
+3,944
+16% +$352K 1.19% 18
2022
Q2 		$2.26M Buy
24,825
+181
+0.7% +$16K 1.01% 29
2022
Q1 		$2.02M Buy
24,644
+3,549
+17% +$280K 0.72% 41
2021
Q4 		$1.62M Buy
21,095
+927
+5% +$73.8K 0.63% 53
2021
Q3 		$1.51M Buy
+20,168
New +$1.53M 0.59% 51

Other funds holding MRK

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Herold Advisors's MRK Position: Q1 2026 in Review

Herold Advisors increased its Merck (MRK) stake by 5% in Q1 2026, buying an estimated $174K and bringing the position to 31,656 shares worth $3.81M. The position accounts for 0.84% of the portfolio, ranked #31.

Herold Advisors first reported a position in MRK in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.9M in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Herold Advisors held 31,656 shares of Merck worth $3.81M as of Q1 2026.
  • Herold Advisors bought 1,508 Merck shares in Q1 2026, an estimated $174K.
  • Merck made up 0.84% of Herold Advisors's portfolio in Q1 2026, its #31 holding.
  • Herold Advisors first reported a position in Merck in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Merck position peaked at $4.9M in Q1 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.