MCA
MRK icon

MSH Capital Advisors’s Merck MRK Stock Holding History

MSH Capital 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 		$1.21M Buy
10,034
+728
+8% +$84K 0.26% 101
2025
Q4 		$980K Buy
9,306
+2,350
+34% +$221K 0.21% 114
2025
Q3 		$584K Buy
6,956
+677
+11% +$55.8K 0.16% 153
2025
Q2 		$497K Sell
6,279
-319
-5% -$25.4K 0.14% 160
2025
Q1 		$592K Buy
6,598
+120
+2% +$11.2K 0.18% 128
2024
Q4 		$644K Buy
6,478
+59
+0.9% +$6.08K 0.2% 115
2024
Q3 		$729K Sell
6,419
-121
-2% -$14.4K 0.22% 110
2024
Q2 		$810K Buy
6,540
+44
+0.7% +$5.67K 0.27% 97
2024
Q1 		$857K Sell
6,496
-56
-0.9% -$6.9K 0.3% 90
2023
Q4 		$714K Sell
6,552
-1,637
-20% -$170K 0.27% 102
2023
Q3 		$843K Buy
8,189
+624
+8% +$67.3K 0.33% 90
2023
Q2 		$873K Buy
7,565
+70
+0.9% +$7.95K 0.32% 87
2023
Q1 		$797K Buy
7,495
+34
+0.5% +$3.67K 0.34% 88
2022
Q4 		$828K Buy
7,461
+1,153
+18% +$118K 0.37% 84
2022
Q3 		$543K Sell
6,308
-8
-0.1% -$714 0.27% 98
2022
Q2 		$576K Sell
6,316
-31
-0.5% -$2.75K 0.27% 96
2022
Q1 		$521K Buy
6,347
+294
+5% +$23.2K 0.21% 109
2021
Q4 		$464K Buy
+6,053
New +$482K 0.21% 108

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

MSH Capital Advisors's MRK Position: Q1 2026 in Review

MSH Capital Advisors increased its Merck (MRK) stake by 7.8% in Q1 2026, buying an estimated $84K and bringing the position to 10,034 shares worth $1.21M. The position accounts for 0.26% of the portfolio, ranked #101.

MSH Capital Advisors first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • MSH Capital Advisors held 10,034 shares of Merck worth $1.21M as of Q1 2026.
  • MSH Capital Advisors bought 728 Merck shares in Q1 2026, an estimated $84K.
  • Merck made up 0.26% of MSH Capital Advisors's portfolio in Q1 2026, its #101 holding.
  • MSH Capital Advisors first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.