Insigneo Advisory Services’s Merck MRK Stock Holding History

Insigneo Advisory Services’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	$1.86M	Sell	15,423 -2,178	-12%	-$251K	0.13%	141
2025 Q4	$1.85M	Buy	17,601 +2,679	+18%	+$251K	0.13%	132
2025 Q3	$1.25M	Sell	14,922 -3,166	-18%	-$261K	0.09%	184
2025 Q2	$1.43M	Sell	18,088 -1	-0%	-$79	0.12%	146
2025 Q1	$1.62M	Sell	18,089 -1,736	-9%	-$162K	0.17%	120
2024 Q4	$1.97M	Sell	19,825 -1,980	-9%	-$204K	0.2%	92
2024 Q3	$2.48M	Sell	21,805 -772	-3%	-$91.7K	0.25%	82
2024 Q2	$2.54M	Sell	22,577 -4,223	-16%	-$544K	0.29%	67
2024 Q1	$3.56M	Buy	26,800 +2,424	+10%	+$299K	0.42%	41
2023 Q4	$2.68M	Buy	24,376 +4,074	+20%	+$423K	0.38%	53
2023 Q3	$2.1M	Buy	20,302 +1,281	+7%	+$138K	0.43%	46
2023 Q2	$2.21M	Buy	19,021 +6,479	+52%	+$736K	0.42%	50
2023 Q1	$1.34M	Buy	12,542 +1,484	+13%	+$160K	0.43%	49
2022 Q4	$1.23M	Buy	+11,058	New	+$1.13M	0.47%	46

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Insigneo Advisory Services's MRK Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Merck (MRK) stake by 12% in Q1 2026, selling an estimated $251K and leaving 15,423 shares worth $1.86M. The position accounts for 0.13% of the portfolio, ranked #141.

Insigneo Advisory Services first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.56M in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Insigneo Advisory Services held 15,423 shares of Merck worth $1.86M as of Q1 2026.
Insigneo Advisory Services sold 2,178 Merck shares in Q1 2026, an estimated $251K.
Merck made up 0.13% of Insigneo Advisory Services's portfolio in Q1 2026, its #141 holding.
Insigneo Advisory Services first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Merck position peaked at $3.56M in Q1 2024.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.