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Prudent Man Advisors’s Merck MRK Stock Holding History

Prudent Man 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 		$3.04M Buy
25,248
+8,523
+51% +$984K 0.91% 29
2025
Q4 		$1.76M Sell
16,725
-310
-2% -$29.1K 0.64% 32
2025
Q3 		$1.43M Sell
17,035
-488
-3% -$40.2K 0.53% 42
2025
Q2 		$1.39M Buy
17,523
+2,989
+21% +$238K 0.44% 53
2025
Q1 		$1.3M Buy
14,534
+469
+3% +$43.8K 0.47% 41
2024
Q4 		$1.4M Sell
14,065
-1,182
-8% -$122K 0.51% 36
2024
Q3 		$1.73M Sell
15,247
-4,653
-23% -$553K 0.58% 29
2024
Q2 		$2.46M Buy
19,900
+814
+4% +$105K 0.87% 19
2024
Q1 		$2.52M Sell
19,086
-733
-4% -$90.3K 0.94% 15
2023
Q4 		$2.16M Buy
19,819
+712
+4% +$73.9K 0.81% 18
2023
Q3 		$1.97M Sell
19,107
-349
-2% -$37.6K 0.78% 18
2023
Q2 		$2.25M Sell
19,456
-387
-2% -$43.9K 0.84% 18
2023
Q1 		$2.11M Sell
19,843
-229
-1% -$24.7K 0.83% 16
2022
Q4 		$2.23M Buy
20,072
+697
+4% +$71.2K 0.9% 15
2022
Q3 		$1.67M Sell
19,375
-2,378
-11% -$212K 0.79% 16
2022
Q2 		$1.98M Sell
21,753
-2,291
-10% -$203K 0.93% 14
2022
Q1 		$1.97M Sell
24,044
-535
-2% -$42.2K 0.8% 18
2021
Q4 		$1.88M Sell
24,579
-2,282
-8% -$182K 0.72% 24
2021
Q3 		$2.02M Buy
26,861
+9,797
+57% +$745K 0.76% 19
2021
Q2 		$1.33M Buy
17,064
+1,632
+11% +$121K 0.51% 38
2021
Q1 		$1.14M Sell
15,432
-125
-0.8% -$9.22K 0.48% 48
2020
Q4 		$1.21M Buy
15,557
+367
+2% +$28.1K 0.51% 35
2020
Q3 		$1.2M Buy
15,190
+384
+3% +$30.1K 0.64% 30
2020
Q2 		$1.09M Buy
+14,806
New +$1.11M 0.97% 25

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

Prudent Man Advisors's MRK Position: Q1 2026 in Review

Prudent Man Advisors increased its Merck (MRK) stake by 51% in Q1 2026, buying an estimated $984K and bringing the position to 25,248 shares worth $3.04M. The position accounts for 0.91% of the portfolio, ranked #29.

Prudent Man Advisors first reported a position in MRK in Q2 2020 and has held it in 24 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Prudent Man Advisors held 25,248 shares of Merck worth $3.04M as of Q1 2026.
  • Prudent Man Advisors bought 8,523 Merck shares in Q1 2026, an estimated $984K.
  • Merck made up 0.91% of Prudent Man Advisors's portfolio in Q1 2026, its #29 holding.
  • Prudent Man Advisors first reported a position in Merck in Q2 2020 and has held it in 24 quarters since.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.