Private Advisory Group’s Merck MRK Stock Holding History

Private Advisory Group’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	$213K	Sell	1,656 -48	-3%	-$5.62K	0.01%	283
2026 Q1	$205K	Buy	+1,704	New	+$197K	0.01%	272
2022 Q1	–	Sell	-83,335	Closed	-$6.39M	–	187
2021 Q4	$6.39M	Buy	83,335 +20,463	+33%	+$1.63M	1.2%	25
2021 Q3	$4.72M	Buy	62,872 +6,551	+12%	+$498K	1.15%	27
2021 Q2	$4.38M	Sell	56,321 -4,857	-8%	-$361K	1.1%	26
2021 Q1	$4.5M	Sell	61,178 -8,348	-12%	-$616K	1.29%	26
2020 Q4	$5.43M	Buy	69,526 +8,566	+14%	+$655K	1.79%	18
2020 Q3	$4.83M	Buy	60,960 +938	+2%	+$73.5K	1.94%	18
2020 Q2	$4.43M	Buy	+60,022	New	+$4.52M	1.81%	15

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Advisory Group's MRK Position: Q2 2026 in Review

Private Advisory Group reduced its Merck (MRK) stake by 2.8% in Q2 2026, selling an estimated $5.62K and leaving 1,656 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #283.

Private Advisory Group first reported a position in MRK in Q2 2020 and has held it in 9 quarters since. The position peaked at $6.39M in Q4 2021. 3,818 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Private Advisory Group held 1,656 shares of Merck worth $213K as of Q2 2026.
Private Advisory Group sold 48 Merck shares in Q2 2026, an estimated $5.62K.
Merck made up 0.01% of Private Advisory Group's portfolio in Q2 2026, its #283 holding.
Private Advisory Group first reported a position in Merck in Q2 2020 and has held it in 9 quarters since.
Private Advisory Group's Merck position peaked at $6.39M in Q4 2021.
3,818 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.