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Intellus Advisors’s Merck MRK Stock Holding History

Intellus 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 		$409K Sell
3,404
-709
-17% -$81.9K 0.06% 81
2025
Q4 		$433K Buy
4,113
+332
+9% +$31.2K 0.06% 80
2025
Q3 		$317K Hold
3,781
– – 0.04% 102
2025
Q2 		$299K Buy
3,781
+192
+5% +$15.3K 0.04% 105
2025
Q1 		$322K Hold
3,589
– – 0.06% 92
2024
Q4 		$357K Buy
+3,589
New +$370K 0.06% 80

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

Intellus Advisors's MRK Position: Q1 2026 in Review

Intellus Advisors reduced its Merck (MRK) stake by 17% in Q1 2026, selling an estimated $81.9K and leaving 3,404 shares worth $409K. The position accounts for 0.06% of the portfolio, ranked #81.

Intellus Advisors first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $433K in Q4 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Intellus Advisors held 3,404 shares of Merck worth $409K as of Q1 2026.
  • Intellus Advisors sold 709 Merck shares in Q1 2026, an estimated $81.9K.
  • Merck made up 0.06% of Intellus Advisors's portfolio in Q1 2026, its #81 holding.
  • Intellus Advisors first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • Intellus Advisors's Merck position peaked at $433K in Q4 2025.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.