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 Q2	$4.64M	Buy	36,076 +20,653	+134%	+$2.42M	0.17%	89
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Insigneo Advisory Services's MRK Position: Q2 2026 in Review

Insigneo Advisory Services increased its Merck (MRK) stake by 134% in Q2 2026, buying an estimated $2.42M and bringing the position to 36,076 shares worth $4.64M. The position accounts for 0.17% of the portfolio, ranked #89.

Insigneo Advisory Services first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Insigneo Advisory Services held 36,076 shares of Merck worth $4.64M as of Q2 2026.
Insigneo Advisory Services bought 20,653 Merck shares in Q2 2026, an estimated $2.42M.
Merck made up 0.17% of Insigneo Advisory Services's portfolio in Q2 2026, its #89 holding.
Insigneo Advisory Services first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.