SMA
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Sage Mountain Advisors’s Merck MRK Stock Holding History

Sage Mountain 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 		$1.17M Buy
9,098
+880
+11% +$103K 0.07% 90
2026
Q1 		$989K Sell
8,218
-20,868
-72% -$2.41M 0.07% 94
2025
Q4 		$3.06M Buy
29,086
+446
+2% +$41.9K 0.16% 69
2025
Q3 		$2.4M Buy
28,640
+2,782
+11% +$229K 0.14% 80
2025
Q2 		$2.05M Buy
25,858
+257
+1% +$20.4K 0.13% 78
2025
Q1 		$2.3M Sell
25,601
-1,728
-6% -$161K 0.17% 67
2024
Q4 		$2.72M Buy
27,329
+2,002
+8% +$206K 0.2% 60
2024
Q3 		$2.88M Buy
25,327
+83
+0.3% +$9.86K 0.25% 54
2024
Q2 		$3.13M Buy
25,244
+1,567
+7% +$202K 0.29% 45
2024
Q1 		$3.12M Buy
23,677
+2,432
+11% +$300K 0.32% 45
2023
Q4 		$2.32M Buy
21,245
+528
+3% +$54.8K 0.27% 51
2023
Q3 		$2.13M Buy
20,717
+2,453
+13% +$264K 0.29% 46
2023
Q2 		$2.11M Buy
18,264
+762
+4% +$86.5K 0.3% 47
2023
Q1 		$1.86M Buy
17,502
+9,065
+107% +$979K 0.3% 43
2022
Q4 		$936K Buy
8,437
+534
+7% +$54.6K 0.21% 42
2022
Q3 		$681K Sell
7,903
-53
-0.7% -$4.73K 0.18% 49
2022
Q2 		$725K Buy
7,956
+246
+3% +$21.8K 0.13% 144
2022
Q1 		$633K Buy
7,710
+396
+5% +$31.2K 0.1% 215
2021
Q4 		$561K Sell
7,314
-1,008
-12% -$80.3K 0.07% 278
2021
Q3 		$625K Buy
8,322
+1,994
+32% +$152K 0.09% 217
2021
Q2 		$492K Sell
6,328
-214
-3% -$15.9K 0.08% 231
2021
Q1 		$481K Buy
6,542
+1,012
+18% +$74.6K 0.1% 166
2020
Q4 		$432K Buy
+5,530
New +$423K 0.14% 109

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

Sage Mountain Advisors's MRK Position: Q2 2026 in Review

Sage Mountain Advisors increased its Merck (MRK) stake by 11% in Q2 2026, buying an estimated $103K and bringing the position to 9,098 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #90.

Sage Mountain Advisors first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.13M in Q2 2024. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sage Mountain Advisors held 9,098 shares of Merck worth $1.17M as of Q2 2026.
  • Sage Mountain Advisors bought 880 Merck shares in Q2 2026, an estimated $103K.
  • Merck made up 0.07% of Sage Mountain Advisors's portfolio in Q2 2026, its #90 holding.
  • Sage Mountain Advisors first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • Sage Mountain Advisors's Merck position peaked at $3.13M in Q2 2024.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.