MA
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Modus Advisors’s Merck MRK Stock Holding History

Modus 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 		– Sell
-773
Closed -$81.3K – 249
2025
Q4 		$81.3K Buy
+773
New +$72.6K 0.02% 154
2025
Q1 		– Sell
-1,330
Closed -$132K – 226
2024
Q4 		$132K Buy
+1,330
New +$137K 0.04% 118
2023
Q3 		– Sell
-1,971
Closed -$227K – 100
2023
Q2 		$227K Buy
1,971
+47
+2% +$5.34K 0.1% 96
2023
Q1 		$205K Buy
1,924
+20
+1% +$2.16K 0.09% 101
2022
Q4 		$211K Buy
+1,904
New +$195K 0.1% 97
2021
Q3 		– Sell
-725
Closed -$56K – 183
2021
Q2 		$56K Buy
+725
New +$53.9K 0.02% 149
2020
Q3 		– Sell
-760
Closed -$56K – 162
2020
Q2 		$56K Buy
+760
New +$57.2K 0.04% 113

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

Modus Advisors's MRK Position: Q1 2026 in Review

Modus Advisors sold out of Merck (MRK) in Q1 2026, closing a stake of 773 shares — an estimated $81.3K sold.

Modus Advisors first reported a position in MRK in Q2 2020 and held it in 7 quarters. The position peaked at $227K in Q2 2023. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Modus Advisors reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
  • Modus Advisors sold 773 Merck shares in Q1 2026, an estimated $81.3K.
  • Modus Advisors first reported a position in Merck in Q2 2020 and held it in 7 quarters.
  • Modus Advisors's Merck position peaked at $227K in Q2 2023.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.