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South Shore Capital Advisors’s Merck MRK Stock Holding History

South Shore Capital 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 		$410K Buy
+3,408
New +$393K 0.3% 79
2022
Q3 		– Sell
-2,911
Closed -$265K – 85
2022
Q2 		$265K Buy
+2,911
New +$258K 0.55% 60

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

South Shore Capital Advisors's MRK Position: Q1 2026 in Review

South Shore Capital Advisors opened a new position in Merck (MRK) in Q1 2026: 3,408 shares worth $410K. The stake represents 0.3% of the portfolio and ranks #79 among its holdings. This is a return to the name: South Shore Capital Advisors previously reported a position in MRK as recently as Q2 2022.

South Shore Capital Advisors first reported a position in MRK in Q2 2022 and has held it in 2 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • South Shore Capital Advisors held 3,408 shares of Merck worth $410K as of Q1 2026.
  • Merck was a new South Shore Capital Advisors position in Q1 2026.
  • Merck made up 0.3% of South Shore Capital Advisors's portfolio in Q1 2026, its #79 holding.
  • South Shore Capital Advisors first reported a position in Merck in Q2 2022 and has held it in 2 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.