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MRK icon

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
Q2 		$4.07M Sell
31,620
-36
-0.1% -$4.21K 0.8% 30
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 $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
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

Herold Advisors's MRK Position: Q2 2026 in Review

Herold Advisors reduced its Merck (MRK) stake by 0.11% in Q2 2026, selling an estimated $4.21K and leaving 31,620 shares worth $4.07M. The position accounts for 0.8% of the portfolio, ranked #30.

Herold Advisors first reported a position in MRK in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.9M in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Herold Advisors held 31,620 shares of Merck worth $4.07M as of Q2 2026.
  • Herold Advisors sold 36 Merck shares in Q2 2026, an estimated $4.21K.
  • Merck made up 0.8% of Herold Advisors's portfolio in Q2 2026, its #30 holding.
  • Herold Advisors first reported a position in Merck in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Merck position peaked at $4.9M in Q1 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.