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Strategic Investment Advisors’s Merck MRK Stock Holding History

Strategic 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
Q1 		$853K Buy
+7,088
New +$818K 0.06% 163
2025
Q2 		– Sell
-4,119
Closed -$370K – 242
2025
Q1 		$370K Sell
4,119
-4,401
-52% -$411K 0.04% 193
2024
Q4 		$848K Sell
8,520
-1,545
-15% -$159K 0.09% 126
2024
Q3 		$1.14M Sell
10,065
-347
-3% -$41.2K 0.13% 104
2024
Q2 		$1.29M Sell
10,412
-31
-0.3% -$3.99K 0.16% 87
2024
Q1 		$1.38M Buy
10,443
+109
+1% +$13.4K 0.18% 83
2023
Q4 		$1.13M Sell
10,334
-1,529
-13% -$159K 0.16% 86
2023
Q3 		$1.22M Buy
11,863
+209
+2% +$22.5K 0.2% 74
2023
Q2 		$1.34M Buy
11,654
+2,492
+27% +$283K 0.19% 54
2023
Q1 		$975K Sell
9,162
-2,985
-25% -$322K 0.18% 81
2022
Q4 		$1.35M Buy
12,147
+3
+0% +$307 0.28% 63
2022
Q3 		$1.05M Buy
12,144
+399
+3% +$35.6K 0.24% 73
2022
Q2 		$1.07M Sell
11,745
-1,571
-12% -$139K 0.21% 74
2022
Q1 		$1.09M Buy
13,316
+3,320
+33% +$262K 0.21% 82
2021
Q4 		$766K Buy
9,996
+1,806
+22% +$144K 0.15% 134
2021
Q3 		$615K Buy
8,190
+653
+9% +$49.7K 0.13% 142
2021
Q2 		$586K Sell
7,537
-4,581
-38% -$341K 0.13% 149
2021
Q1 		$891K Sell
12,118
-12,915
-52% -$953K 0.23% 89
2020
Q4 		$1.95M Buy
25,033
+13,627
+119% +$1.04M 0.56% 44
2020
Q3 		$903K Buy
11,406
+3,565
+45% +$279K 0.31% 64
2020
Q2 		$579K Buy
7,841
+437
+6% +$32.9K 0.22% 82
2020
Q1 		$544K Buy
7,404
+3,250
+78% +$255K 0.25% 74
2019
Q4 		$360K Buy
4,154
+362
+10% +$29.7K 0.15% 112
2019
Q3 		$305K Buy
3,792
+454
+14% +$36.4K 0.15% 110
2019
Q2 		$266K Buy
3,338
+472
+16% +$36.1K 0.15% 112
2019
Q1 		$227K Buy
+2,866
New +$214K 0.16% 118

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

Strategic Investment Advisors's MRK Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in Merck (MRK) in Q1 2026: 7,088 shares worth $853K. The stake represents 0.06% of the portfolio and ranks #163 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in MRK as recently as Q1 2025.

Strategic Investment Advisors first reported a position in MRK in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.95M in Q4 2020. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Strategic Investment Advisors held 7,088 shares of Merck worth $853K as of Q1 2026.
  • Merck was a new Strategic Investment Advisors position in Q1 2026.
  • Merck made up 0.06% of Strategic Investment Advisors's portfolio in Q1 2026, its #163 holding.
  • Strategic Investment Advisors first reported a position in Merck in Q1 2019 and has held it in 26 quarters since.
  • Strategic Investment Advisors's Merck position peaked at $1.95M in Q4 2020.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.