Signature Estate & Investment Advisors’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$929K Buy
7,229
+600
+9% +$70.2K 0.02% 284
2026
Q1
$797K Sell
6,629
-1,243
-16% -$144K 0.02% 317
2025
Q4
$829K Sell
7,872
-424
-5% -$39.8K 0.02% 288
2025
Q3
$696K Buy
8,296
+227
+3% +$18.7K 0.01% 314
2025
Q2
$639K Sell
8,069
-3,058
-27% -$243K 0.01% 309
2025
Q1
$999K Sell
11,127
-187,674
-94% -$17.5M 0.03% 219
2024
Q4
$19.8M Buy
198,801
+11,819
+6% +$1.22M 0.5% 36
2024
Q3
$21.2M Buy
186,982
+48,807
+35% +$5.8M 0.49% 37
2024
Q2
$17.1M Buy
138,175
+10,321
+8% +$1.33M 0.43% 37
2024
Q1
$16.9M Buy
127,854
+4,360
+4% +$537K 0.48% 33
2023
Q4
$13.5M Buy
123,494
+7,598
+7% +$789K 0.4% 43
2023
Q3
$11.9M Buy
115,896
+7,420
+7% +$800K 0.4% 38
2023
Q2
$12.5M Buy
108,476
+1,338
+1% +$152K 0.42% 39
2023
Q1
$11.4M Sell
107,138
-2,173
-2% -$235K 0.4% 39
2022
Q4
$12.1M Buy
+109,311
New +$11.2M 0.44% 38
2022
Q3
Sell
-2,402
Closed -$219K 169
2022
Q2
$219K Buy
+2,402
New +$213K 0.01% 161
2021
Q1
Sell
-3,642
Closed -$284K 167
2020
Q4
$284K Buy
3,642
+952
+35% +$72.8K 0.02% 134
2020
Q3
$213K Buy
+2,690
New +$211K 0.01% 142
2016
Q3
Sell
-2,830
Closed -$156K 167
2016
Q2
$156K Buy
+2,830
New +$151K 0.02% 137

Other funds holding MRK

Signature Estate & Investment Advisors's MRK Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Merck (MRK) stake by 9.1% in Q2 2026, buying an estimated $70.2K and bringing the position to 7,229 shares worth $929K. The position accounts for 0.02% of the portfolio, ranked #284.

Signature Estate & Investment Advisors first reported a position in MRK in Q2 2016 and has held it in 19 quarters since. The position peaked at $21.2M in Q3 2024. 2,538 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Signature Estate & Investment Advisors held 7,229 shares of Merck worth $929K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 600 Merck shares in Q2 2026, an estimated $70.2K.
  • Merck made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #284 holding.
  • Signature Estate & Investment Advisors first reported a position in Merck in Q2 2016 and has held it in 19 quarters since.
  • Signature Estate & Investment Advisors's Merck position peaked at $21.2M in Q3 2024.
  • 2,538 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.