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NIA Impact Advisors’s Merck MRK Stock Holding History

NIA Impact 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 		$1.26M Sell
10,503
-1,313
-11% -$152K 0.56% 52
2025
Q4 		$1.24M Sell
11,816
-279
-2% -$26.2K 0.42% 63
2025
Q3 		$1.02M Buy
12,095
+176
+1% +$14.5K 0.33% 66
2025
Q2 		$944K Sell
11,919
-1,616
-12% -$128K 0.33% 66
2025
Q1 		$1.21M Buy
13,535
+27
+0.2% +$2.52K 0.45% 69
2024
Q4 		$1.34M Sell
13,508
-13
-0.1% -$1.34K 0.44% 67
2024
Q3 		$1.54M Buy
13,521
+80
+0.6% +$9.5K 0.51% 61
2024
Q2 		$1.66M Buy
13,441
+26
+0.2% +$3.35K 0.6% 57
2024
Q1 		$1.77M Buy
+13,415
New +$1.65M 0.71% 50

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

NIA Impact Advisors's MRK Position: Q1 2026 in Review

NIA Impact Advisors reduced its Merck (MRK) stake by 11% in Q1 2026, selling an estimated $152K and leaving 10,503 shares worth $1.26M. The position accounts for 0.56% of the portfolio, ranked #52.

NIA Impact Advisors first reported a position in MRK in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.77M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • NIA Impact Advisors held 10,503 shares of Merck worth $1.26M as of Q1 2026.
  • NIA Impact Advisors sold 1,313 Merck shares in Q1 2026, an estimated $152K.
  • Merck made up 0.56% of NIA Impact Advisors's portfolio in Q1 2026, its #52 holding.
  • NIA Impact Advisors first reported a position in Merck in Q1 2024 and has held it in 9 quarters since.
  • NIA Impact Advisors's Merck position peaked at $1.77M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on NIA Impact Advisors's 13F filing for Q1 2026, filed 8 May 2026.