Perennial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $479K | Sell |
3,724
-550
| -13% | -$64.4K | 0.07% | 101 |
|
|
2026
Q1 | $514K | Buy |
4,274
+500
| +13% | +$57.7K | 0.09% | 87 |
|
|
2025
Q4 | $397K | Hold |
3,774
| – | – | 0.07% | 94 |
|
|
2025
Q3 | $317K | Sell |
3,774
-350
| -8% | -$28.8K | 0.05% | 102 |
|
|
2025
Q2 | $326K | Hold |
4,124
| – | – | 0.06% | 98 |
|
|
2025
Q1 | $370K | Buy |
+4,124
| New | +$385K | 0.07% | 89 |
|
|
2024
Q2 | $449K | Buy |
3,624
+350
| +11% | +$45.1K | 0.1% | 82 |
|
|
2024
Q1 | $432K | Hold |
3,274
| – | – | 0.1% | 82 |
|
|
2023
Q4 | $357K | Sell |
3,274
-350
| -10% | -$36.3K | 0.09% | 87 |
|
|
2023
Q3 | $373K | Hold |
3,624
| – | – | 0.1% | 83 |
|
|
2023
Q2 | $418K | Sell |
3,624
-50
| -1% | -$5.68K | 0.11% | 82 |
|
|
2023
Q1 | $391K | Hold |
3,674
| – | – | 0.11% | 73 |
|
|
2022
Q4 | $408K | Hold |
3,674
| – | – | 0.13% | 69 |
|
|
2022
Q3 | $316K | Sell |
3,674
-233
| -6% | -$20.8K | 0.1% | 68 |
|
|
2022
Q2 | $356K | Buy |
3,907
+533
| +16% | +$47.3K | 0.11% | 68 |
|
|
2022
Q1 | $277K | Sell |
3,374
-200
| -6% | -$15.8K | 0.07% | 74 |
|
|
2021
Q4 | $274K | Buy |
+3,574
| New | +$285K | 0.07% | 73 |
|
|
2021
Q3 | – | Sell |
-1,874
| Closed | -$146K | – | 201 |
|
|
2021
Q2 | $146K | Sell |
1,874
-142
| -7% | -$10.6K | 0.04% | 87 |
|
|
2021
Q1 | $148K | Hold |
2,016
| – | – | 0.05% | 86 |
|
|
2020
Q4 | $157K | Buy |
+2,016
| New | +$154K | 0.06% | 81 |
|
|
2020
Q3 | – | Sell |
-2,029
| Closed | -$150K | – | 154 |
|
|
2020
Q2 | $150K | Buy |
+2,029
| New | +$153K | 0.06% | 79 |
|
|
2019
Q1 | – | Sell |
-1,555
| Closed | -$113K | – | 144 |
|
|
2018
Q4 | $113K | Buy |
1,555
+7
| +0.5% | +$494 | 0.07% | 73 |
|
|
2018
Q3 | $105K | Buy |
1,548
+8
| +0.5% | +$510 | 0.06% | 85 |
|
|
2018
Q2 | $89K | Hold |
1,540
| – | – | 0.05% | 89 |
|
|
2018
Q1 | $80K | Hold |
1,540
| – | – | 0.05% | 91 |
|
|
2017
Q4 | $83K | Hold |
1,540
| – | – | 0.05% | 95 |
|
|
2017
Q3 | $94K | Sell |
1,540
-164
| -10% | -$9.94K | 0.06% | 87 |
|
|
2017
Q2 | $104K | Buy |
1,704
+164
| +11% | +$9.98K | 0.08% | 86 |
|
|
2017
Q1 | $93K | Hold |
1,540
| – | – | 0.07% | 85 |
|
|
2016
Q4 | $86K | Buy |
+1,540
| New | +$90.1K | 0.07% | 89 |
|
Other funds holding MRK
ECSS
Perennial Advisors's MRK Position: Q2 2026 in Review
Perennial Advisors reduced its Merck (MRK) stake by 13% in Q2 2026, selling an estimated $64.4K and leaving 3,724 shares worth $479K. The position accounts for 0.07% of the portfolio, ranked #101.
Perennial Advisors first reported a position in MRK in Q4 2016 and has held it in 30 quarters since. The position peaked at $514K in Q1 2026. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Perennial Advisors held 3,724 shares of Merck worth $479K as of Q2 2026.
- Perennial Advisors sold 550 Merck shares in Q2 2026, an estimated $64.4K.
- Merck made up 0.07% of Perennial Advisors's portfolio in Q2 2026, its #101 holding.
- Perennial Advisors first reported a position in Merck in Q4 2016 and has held it in 30 quarters since.
- Perennial Advisors's Merck position peaked at $514K in Q1 2026.
- 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.