Northern Financial Advisors’s Merck MRK Stock Holding History

Northern Financial 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	$993K	Buy	8,255 +3,574	+76%	+$413K	0.72%	42
2025 Q4	$493K	Sell	4,681 -2,744	-37%	-$258K	0.56%	53
2025 Q3	$623K	Sell	7,425 -462	-6%	-$38.1K	0.33%	72
2025 Q2	$624K	Sell	7,887 -699	-8%	-$55.6K	0.47%	57
2025 Q1	$771K	Sell	8,586 -6,007	-41%	-$561K	0.64%	51
2024 Q4	$1.45M	Sell	14,593 -5,450	-27%	-$562K	1.16%	27
2024 Q3	$2.28M	Sell	20,043 -1,861	-8%	-$221K	1.73%	12
2024 Q2	$2.71M	Buy	21,904 +464	+2%	+$59.8K	2.17%	8
2024 Q1	$2.83M	Buy	21,440 +334	+2%	+$41.2K	2.21%	6
2023 Q4	$2.3M	Buy	21,106 +801	+4%	+$83.1K	1.94%	6
2023 Q3	$2.09M	Buy	20,305 +4	+0%	+$431	1.91%	7
2023 Q2	$2.34M	Sell	20,301 -12	-0.1%	-$1.36K	2.06%	6
2023 Q1	$2.16M	Sell	20,313 -7	-0%	-$756	2.03%	7
2022 Q4	$2.25M	Buy	+20,320	New	+$2.08M	2.55%	5

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Financial Advisors's MRK Position: Q1 2026 in Review

Northern Financial Advisors increased its Merck (MRK) stake by 76% in Q1 2026, buying an estimated $413K and bringing the position to 8,255 shares worth $993K. The position accounts for 0.72% of the portfolio, ranked #42.

Northern Financial Advisors first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.83M in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Northern Financial Advisors held 8,255 shares of Merck worth $993K as of Q1 2026.
Northern Financial Advisors bought 3,574 Merck shares in Q1 2026, an estimated $413K.
Merck made up 0.72% of Northern Financial Advisors's portfolio in Q1 2026, its #42 holding.
Northern Financial Advisors first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
Northern Financial Advisors's Merck position peaked at $2.83M in Q1 2024.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.