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Retirement Investment Advisors’s Merck MRK Stock Holding History

Retirement 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 		$251K Hold
2,023
– – 0.02% 58
2026
Q1 		$213K Hold
2,023
– – 0.02% 64
2025
Q4 		$213K Buy
+2,023
New +$190K 0.02% 62
2023
Q4 		– Sell
-3,370
Closed -$347K – 57
2023
Q3 		$347K Buy
3,370
+524
+18% +$56.5K 0.03% 43
2023
Q2 		$328K Hold
2,846
– – 0.04% 46
2023
Q1 		$303K Buy
+2,846
New +$307K 0.05% 46

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Retirement Investment Advisors held its Merck (MRK) position steady in Q2 2026 at 2,023 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #58.

Retirement Investment Advisors first reported a position in MRK in Q1 2023 and has held it in 6 quarters since. The position peaked at $347K in Q3 2023. 3,819 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Retirement Investment Advisors held 2,023 shares of Merck worth $251K as of Q2 2026.
  • Retirement Investment Advisors left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.02% of Retirement Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • Retirement Investment Advisors first reported a position in Merck in Q1 2023 and has held it in 6 quarters since.
  • Retirement Investment Advisors's Merck position peaked at $347K in Q3 2023.
  • 3,819 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.