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Roehl & Yi Investment Advisors’s Merck MRK Stock Holding History

Roehl & Yi 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 		$962K Buy
7,486
+2,523
+51% +$295K 0.32% 67
2026
Q1 		$597K Buy
4,963
+422
+9% +$48.7K 0.22% 90
2025
Q4 		$478K Sell
4,541
-31
-0.7% -$2.91K 0.19% 102
2025
Q3 		$384K Sell
4,572
-28
-0.6% -$2.31K 0.17% 106
2025
Q2 		$364K Sell
4,600
-1,525
-25% -$121K 0.19% 108
2025
Q1 		$550K Buy
6,125
+117
+2% +$10.9K 0.3% 82
2024
Q4 		$598K Buy
+6,008
New +$619K 0.33% 76

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

Roehl & Yi Investment Advisors's MRK Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Merck (MRK) stake by 51% in Q2 2026, buying an estimated $295K and bringing the position to 7,486 shares worth $962K. The position accounts for 0.32% of the portfolio, ranked #67.

Roehl & Yi Investment Advisors first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,828 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Roehl & Yi Investment Advisors held 7,486 shares of Merck worth $962K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 2,523 Merck shares in Q2 2026, an estimated $295K.
  • Merck made up 0.32% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #67 holding.
  • Roehl & Yi Investment Advisors first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.