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 Q2	–	Sell	-10,503	Closed	-$1.26M	–	84
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NIA Impact Advisors's MRK Position: Q2 2026 in Review

NIA Impact Advisors sold out of Merck (MRK) in Q2 2026, closing a stake of 10,503 shares — an estimated $1.26M sold.

NIA Impact Advisors first reported a position in MRK in Q1 2024 and held it in 9 quarters. The position peaked at $1.77M in Q1 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

NIA Impact Advisors reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
NIA Impact Advisors sold 10,503 Merck shares in Q2 2026, an estimated $1.26M.
NIA Impact Advisors first reported a position in Merck in Q1 2024 and held it in 9 quarters.
NIA Impact Advisors's Merck position peaked at $1.77M in Q1 2024.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on NIA Impact Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.