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Steel Grove Capital Advisors’s Merck MRK Stock Holding History

Steel Grove 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 		$2.6M Sell
21,625
-301
-1% -$34.8K 0.27% 38
2025
Q4 		$2.31M Sell
21,926
-2,448
-10% -$230K 0.24% 41
2025
Q3 		$1.93M Hold
24,374
– – 0.23% 53
2025
Q2 		$1.93M Buy
24,374
+21,146
+655% +$1.68M 0.23% 53
2025
Q1 		$290K Sell
3,228
-120
-4% -$11.2K 0.04% 137
2024
Q4 		$333K Sell
3,348
-2,595
-44% -$268K 0.05% 141
2024
Q3 		$676K Sell
5,943
-205
-3% -$24.4K 0.09% 102
2024
Q2 		$761K Sell
6,148
-17,768
-74% -$2.29M 0.11% 93
2024
Q1 		$3.16M Buy
23,916
+790
+3% +$97.4K 0.42% 27
2023
Q4 		$2.52M Sell
23,126
-978
-4% -$102K 0.34% 34
2023
Q3 		$2.48M Sell
24,104
-548
-2% -$59.1K 0.33% 36
2023
Q2 		$2.84M Buy
24,652
+1,885
+8% +$214K 0.36% 36
2023
Q1 		$2.42M Sell
22,767
-2,798
-11% -$302K 0.32% 40
2022
Q4 		$2.84M Buy
25,565
+212
+0.8% +$21.7K 0.4% 32
2022
Q3 		$2.18M Sell
25,353
-589
-2% -$52.6K 0.39% 27
2022
Q2 		$2.37M Buy
25,942
+21,977
+554% +$1.95M 0.43% 24
2022
Q1 		$325K Buy
3,965
+56
+1% +$4.42K 0.05% 118
2021
Q4 		$300K Sell
3,909
-282
-7% -$22.5K 0.06% 116
2021
Q3 		$315K Buy
4,191
+1,088
+35% +$82.7K 0.07% 115
2021
Q2 		$241K Buy
3,103
+193
+7% +$14.4K 0.07% 119
2021
Q1 		$214K Hold
2,910
– – 0.07% 123
2020
Q4 		$227K Hold
2,910
– – 0.07% 118
2020
Q3 		$230K Hold
2,910
– – 0.09% 100
2020
Q2 		$215K Buy
+2,910
New +$219K 0.1% 103
2020
Q1 		– Sell
-22,760
Closed -$1.98M – 123
2019
Q4 		$1.98M Buy
22,760
+783
+4% +$64.3K 1.1% 20
2019
Q3 		$1.76M Sell
21,977
-65
-0.3% -$5.21K 1.04% 21
2019
Q2 		$1.76M Sell
22,042
-8,166
-27% -$625K 1.1% 21
2019
Q1 		$2.4M Sell
30,208
-98,763
-77% -$7.39M 1.55% 14
2018
Q4 		$9.47M Sell
128,971
-15,931
-11% -$1.12M 1.34% 13
2018
Q3 		$9.88M Buy
144,902
+9,904
+7% +$631K 1.38% 9
2018
Q2 		$7.88M Sell
134,998
-15,814
-10% -$892K 1.26% 12
2018
Q1 		$7.91M Buy
150,812
+16,610
+12% +$897K 1.24% 14
2017
Q4 		$7.27M Buy
134,202
+19,465
+17% +$1.08M 1.09% 35
2017
Q3 		$7.06M Buy
114,737
+7,731
+7% +$469K 1.27% 15
2017
Q2 		$6.57M Sell
107,006
-1,352
-1% -$82.3K 1.17% 31
2017
Q1 		$6.62M Buy
108,358
+17,169
+19% +$1.04M 1.17% 23
2016
Q4 		$5.16M Buy
91,189
+4,029
+5% +$236K 1.03% 30
2016
Q3 		$5.23M Buy
87,160
+6,074
+7% +$355K 1.18% 18
2016
Q2 		$4.49M Buy
81,086
+1,770
+2% +$94.2K 1.11% 22
2016
Q1 		$4.04M Buy
79,316
+40,356
+104% +$1.98M 1.03% 35
2015
Q4 		$1.98M Sell
38,960
-47,258
-55% -$2.38M 0.49% 67
2015
Q3 		$4.1M Sell
86,218
-16,464
-16% -$875K 1.02% 34
2015
Q2 		$5.62M Buy
102,682
+7,223
+8% +$405K 1.25% 22
2015
Q1 		$5.28M Buy
+95,459
New +$5.41M 1.19% 32

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

Steel Grove Capital Advisors's MRK Position: Q1 2026 in Review

Steel Grove Capital Advisors reduced its Merck (MRK) stake by 1.4% in Q1 2026, selling an estimated $34.8K and leaving 21,625 shares worth $2.6M. The position accounts for 0.27% of the portfolio, ranked #38.

Steel Grove Capital Advisors first reported a position in MRK in Q1 2015 and has held it in 44 quarters since. The position peaked at $9.88M in Q3 2018. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Steel Grove Capital Advisors held 21,625 shares of Merck worth $2.6M as of Q1 2026.
  • Steel Grove Capital Advisors sold 301 Merck shares in Q1 2026, an estimated $34.8K.
  • Merck made up 0.27% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #38 holding.
  • Steel Grove Capital Advisors first reported a position in Merck in Q1 2015 and has held it in 44 quarters since.
  • Steel Grove Capital Advisors's Merck position peaked at $9.88M in Q3 2018.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.