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Petredis Investment Advisors’s Merck MRK Stock Holding History

Petredis 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
Q2 		$5.04M Buy
39,226
+12
+0% +$1.41K 0.34% 57
2026
Q1 		$4.72M Sell
39,214
-353
-0.9% -$40.8K 0.39% 56
2025
Q4 		$4.16M Sell
39,567
-458
-1% -$43K 0.33% 64
2025
Q3 		$3.36M Sell
40,025
-378
-0.9% -$31.1K 0.27% 68
2025
Q2 		$3.2M Buy
40,403
+392
+1% +$31.2K 0.28% 65
2025
Q1 		$3.59M Buy
40,011
+795
+2% +$74.2K 0.38% 55
2024
Q4 		$3.9M Sell
39,216
-634
-2% -$65.4K 0.4% 51
2024
Q3 		$4.53M Buy
39,850
+171
+0.4% +$20.3K 0.48% 45
2024
Q2 		$4.91M Sell
39,679
-30
-0.1% -$3.86K 0.55% 45
2024
Q1 		$5.24M Buy
39,709
+1,115
+3% +$137K 0.63% 37
2023
Q4 		$4.21M Sell
38,594
-1,190
-3% -$124K 0.55% 46
2023
Q3 		$4.1M Buy
39,784
+148
+0.4% +$16K 0.58% 41
2023
Q2 		$4.57M Buy
39,636
+20
+0.1% +$2.27K 0.63% 41
2023
Q1 		$4.21M Buy
39,616
+575
+1% +$62.1K 0.66% 42
2022
Q4 		$4.33M Buy
+39,041
New +$3.99M 0.79% 38

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Petredis Investment Advisors's MRK Position: Q2 2026 in Review

Petredis Investment Advisors increased its Merck (MRK) stake by 0.03% in Q2 2026, buying an estimated $1.41K and bringing the position to 39,226 shares worth $5.04M. The position accounts for 0.34% of the portfolio, ranked #57.

Petredis Investment Advisors first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.24M in Q1 2024. 810 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Petredis Investment Advisors held 39,226 shares of Merck worth $5.04M as of Q2 2026.
  • Petredis Investment Advisors bought 12 Merck shares in Q2 2026, an estimated $1.41K.
  • Merck made up 0.34% of Petredis Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Petredis Investment Advisors first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • Petredis Investment Advisors's Merck position peaked at $5.24M in Q1 2024.
  • 810 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.