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Spectrum Investment Advisors’s Merck MRK Stock Holding History

Spectrum 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 		$272K Buy
2,118
+35
+2% +$4.1K 0.11% 59
2026
Q1 		$251K Buy
2,083
+51
+3% +$5.89K 0.12% 37
2025
Q4 		$214K Buy
+2,032
New +$191K 0.11% 46
2024
Q2 		– Sell
-1,952
Closed -$258K – 32
2024
Q1 		$258K Buy
1,952
+32
+2% +$3.94K 0.19% 28
2023
Q4 		$209K Buy
+1,920
New +$199K 0.17% 33

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

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

Spectrum Investment Advisors increased its Merck (MRK) stake by 1.7% in Q2 2026, buying an estimated $4.1K and bringing the position to 2,118 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #59.

Spectrum Investment Advisors first reported a position in MRK in Q4 2023 and has held it in 5 quarters since. 3,839 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Spectrum Investment Advisors held 2,118 shares of Merck worth $272K as of Q2 2026.
  • Spectrum Investment Advisors bought 35 Merck shares in Q2 2026, an estimated $4.1K.
  • Merck made up 0.11% of Spectrum Investment Advisors's portfolio in Q2 2026, its #59 holding.
  • Spectrum Investment Advisors first reported a position in Merck in Q4 2023 and has held it in 5 quarters since.
  • 3,839 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.