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Perennial Investment Advisors’s Merck MRK Stock Holding History

Perennial Investment 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 		$642K Buy
5,336
+675
+14% +$77.9K 0.05% 257
2025
Q4 		$491K Buy
4,661
+738
+19% +$69.3K 0.04% 285
2025
Q3 		$329K Sell
3,923
-230
-6% -$18.9K 0.03% 346
2025
Q2 		$329K Sell
4,153
-229
-5% -$18.2K 0.03% 329
2025
Q1 		$393K Sell
4,382
-168
-4% -$15.7K 0.04% 268
2024
Q4 		$453K Sell
4,550
-613
-12% -$63.2K 0.05% 236
2024
Q3 		$586K Sell
5,163
-1,032
-17% -$123K 0.08% 194
2024
Q2 		$767K Buy
6,195
+8
+0.1% +$1.03K 0.11% 155
2024
Q1 		$816K Buy
6,187
+2
+0% +$247 0.12% 137
2023
Q4 		$674K Sell
6,185
-33
-0.5% -$3.42K 0.11% 150
2023
Q3 		$640K Sell
6,218
-68
-1% -$7.33K 0.12% 142
2023
Q2 		$725K Sell
6,286
-3
-0% -$341 0.13% 135
2023
Q1 		$669K Buy
6,289
+1,310
+26% +$141K 0.12% 142
2022
Q4 		$553K Buy
4,979
+20
+0.4% +$2.04K 0.22% 93
2022
Q3 		$427K Buy
4,959
+51
+1% +$4.55K 0.19% 100
2022
Q2 		$445K Sell
4,908
-578
-11% -$51.2K 0.17% 110
2022
Q1 		$451K Buy
5,486
+29
+0.5% +$2.29K 0.14% 123
2021
Q4 		$421K Buy
5,457
+308
+6% +$24.5K 0.13% 140
2021
Q3 		$389K Buy
5,149
+160
+3% +$12.2K 0.14% 135
2021
Q2 		$388K Buy
4,989
+143
+3% +$10.6K 0.14% 126
2021
Q1 		$356K Buy
4,846
+419
+9% +$30.9K 0.14% 127
2020
Q4 		$346K Sell
4,427
-11,836
-73% -$905K 0.15% 113
2020
Q3 		$1.29M Buy
16,263
+11,573
+247% +$906K 0.64% 30
2020
Q2 		$346K Buy
4,690
+3
+0.1% +$226 0.23% 88
2020
Q1 		$344K Sell
4,687
-50
-1% -$3.93K 0.31% 71
2019
Q4 		$411K Buy
+4,737
New +$389K 0.32% 74

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

Perennial Investment Advisors's MRK Position: Q1 2026 in Review

Perennial Investment Advisors increased its Merck (MRK) stake by 14% in Q1 2026, buying an estimated $77.9K and bringing the position to 5,336 shares worth $642K. The position accounts for 0.05% of the portfolio, ranked #257.

Perennial Investment Advisors first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.29M in Q3 2020. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Perennial Investment Advisors held 5,336 shares of Merck worth $642K as of Q1 2026.
  • Perennial Investment Advisors bought 675 Merck shares in Q1 2026, an estimated $77.9K.
  • Merck made up 0.05% of Perennial Investment Advisors's portfolio in Q1 2026, its #257 holding.
  • Perennial Investment Advisors first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Merck position peaked at $1.29M in Q3 2020.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.