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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
Q2 		$1.28M Sell
9,998
-36
-0.4% -$4.21K 0.22% 103
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MSH Capital Advisors's MRK Position: Q2 2026 in Review

MSH Capital Advisors reduced its Merck (MRK) stake by 0.36% in Q2 2026, selling an estimated $4.21K and leaving 9,998 shares worth $1.28M. The position accounts for 0.22% of the portfolio, ranked #103.

MSH Capital Advisors first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • MSH Capital Advisors held 9,998 shares of Merck worth $1.28M as of Q2 2026.
  • MSH Capital Advisors sold 36 Merck shares in Q2 2026, an estimated $4.21K.
  • Merck made up 0.22% of MSH Capital Advisors's portfolio in Q2 2026, its #103 holding.
  • MSH Capital Advisors first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.