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Knollwood Investment Advisory’s Merck MRK Stock Holding History

Knollwood Investment Advisory’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 		$373K Hold
3,100
– – 0.04% 247
2025
Q4 		$326K Hold
3,100
– – 0.03% 276
2025
Q3 		$260K Hold
3,100
– – 0.02% 326
2025
Q2 		$245K Hold
3,100
– – 0.02% 334
2025
Q1 		$278K Hold
3,100
– – 0.03% 317
2024
Q4 		$308K Sell
3,100
-3,126
-50% -$322K 0.03% 308
2024
Q3 		$707K Hold
6,226
– – 0.08% 235
2024
Q2 		$771K Buy
+6,226
New +$802K 0.09% 218

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Knollwood Investment Advisory's MRK Position: Q1 2026 in Review

Knollwood Investment Advisory held its Merck (MRK) position steady in Q1 2026 at 3,100 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #247.

Knollwood Investment Advisory first reported a position in MRK in Q2 2024 and has held it in 8 quarters since. The position peaked at $771K in Q2 2024. 3,788 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Knollwood Investment Advisory held 3,100 shares of Merck worth $373K as of Q1 2026.
  • Knollwood Investment Advisory left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.04% of Knollwood Investment Advisory's portfolio in Q1 2026, its #247 holding.
  • Knollwood Investment Advisory first reported a position in Merck in Q2 2024 and has held it in 8 quarters since.
  • Knollwood Investment Advisory's Merck position peaked at $771K in Q2 2024.
  • 3,788 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.