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Pallas Capital Advisors’s Merck MRK Stock Holding History

Pallas 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 		$8.12M Sell
67,542
-3,703
-5% -$428K 0.31% 68
2025
Q4 		$7.5M Buy
71,245
+4,003
+6% +$376K 0.25% 77
2025
Q3 		$5.64M Buy
67,242
+8,701
+15% +$717K 0.21% 90
2025
Q2 		$4.63M Sell
58,541
-40,292
-41% -$3.2M 0.18% 97
2025
Q1 		$8.87M Buy
98,833
+48,615
+97% +$4.54M 0.37% 59
2024
Q4 		$5M Sell
50,218
-25,676
-34% -$2.65M 0.21% 95
2024
Q3 		$8.04M Buy
75,894
+6,859
+10% +$815K 0.34% 62
2024
Q2 		$8.58M Buy
69,035
+2,749
+4% +$354K 0.39% 51
2024
Q1 		$8.75M Buy
66,286
+3,910
+6% +$482K 0.36% 43
2023
Q4 		$6.8M Buy
62,376
+2,270
+4% +$236K 0.36% 52
2023
Q3 		$6.17M Buy
60,106
+9,204
+18% +$992K 0.38% 52
2023
Q2 		$5.37M Buy
50,902
+37,306
+274% +$4.24M 0.24% 61
2023
Q1 		$1.58M Buy
13,596
+3,090
+29% +$334K 0.15% 105
2022
Q4 		$1.16M Sell
10,506
-2,256
-18% -$231K 0.12% 137
2022
Q3 		$1.26M Sell
12,762
-5
-0% -$446 0.14% 116
2022
Q2 		$1.15M Sell
12,767
-749
-6% -$66.4K 0.16% 112
2022
Q1 		$1.18M Sell
13,516
-1,847
-12% -$146K 0.15% 116
2021
Q4 		$1.23M Sell
15,363
-1,039
-6% -$82.8K 0.15% 111
2021
Q3 		$1.46M Sell
16,402
-1,252
-7% -$95.2K 0.16% 112
2021
Q2 		$1.33M Buy
17,654
+1,882
+12% +$140K 0.19% 96
2021
Q1 		$1.18M Buy
+15,772
New +$1.16M 0.26% 70

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

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

Pallas Capital Advisors reduced its Merck (MRK) stake by 5.2% in Q1 2026, selling an estimated $428K and leaving 67,542 shares worth $8.12M. The position accounts for 0.31% of the portfolio, ranked #68.

Pallas Capital Advisors first reported a position in MRK in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.87M in Q1 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Pallas Capital Advisors held 67,542 shares of Merck worth $8.12M as of Q1 2026.
  • Pallas Capital Advisors sold 3,703 Merck shares in Q1 2026, an estimated $428K.
  • Merck made up 0.31% of Pallas Capital Advisors's portfolio in Q1 2026, its #68 holding.
  • Pallas Capital Advisors first reported a position in Merck in Q1 2021 and has held it in 21 quarters since.
  • Pallas Capital Advisors's Merck position peaked at $8.87M in Q1 2025.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.