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Stratos Wealth Advisors’s Merck MRK Stock Holding History

Stratos Wealth 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 		$2.93M Buy
24,374
+103
+0.4% +$11.9K 0.18% 119
2025
Q4 		$2.55M Buy
24,271
+699
+3% +$65.6K 0.12% 185
2025
Q3 		$1.98M Buy
23,572
+3,252
+16% +$268K 0.1% 218
2025
Q2 		$1.61M Sell
20,320
-1,454
-7% -$116K 0.08% 246
2025
Q1 		$1.95M Sell
21,774
-17,730
-45% -$1.66M 0.11% 187
2024
Q4 		$3.93M Buy
39,504
+814
+2% +$83.9K 0.19% 120
2024
Q3 		$4.39M Buy
38,690
+14,713
+61% +$1.75M 0.2% 111
2024
Q2 		$2.97M Buy
23,977
+1,366
+6% +$176K 0.15% 151
2024
Q1 		$2.98M Sell
22,611
-39,143
-63% -$4.82M 0.18% 138
2023
Q4 		$6.73M Buy
61,754
+2,216
+4% +$230K 0.39% 59
2023
Q3 		$6.13M Buy
59,538
+9,903
+20% +$1.07M 0.4% 59
2023
Q2 		$5.73M Buy
49,635
+375
+0.8% +$42.6K 0.41% 62
2023
Q1 		$5.24M Buy
49,260
+512
+1% +$55.3K 0.4% 62
2022
Q4 		$5.41M Buy
48,748
+574
+1% +$58.7K 0.45% 49
2022
Q3 		$4.15M Sell
48,174
-1,385
-3% -$124K 0.44% 58
2022
Q2 		$4.52M Sell
49,559
-1,722
-3% -$153K 0.41% 61
2022
Q1 		$4.21M Buy
51,281
+1,269
+3% +$100K 0.34% 78
2021
Q4 		$3.83M Buy
50,012
+1,609
+3% +$128K 0.28% 101
2021
Q3 		$3.64M Sell
48,403
-1,554
-3% -$118K 0.31% 84
2021
Q2 		$3.88M Buy
49,957
+3,210
+7% +$239K 0.34% 78
2021
Q1 		$3.44M Buy
46,747
+6,397
+16% +$472K 0.37% 76
2020
Q4 		$3.15M Buy
40,350
+7,900
+24% +$604K 0.43% 61
2020
Q3 		$2.57M Buy
32,450
+548
+2% +$42.9K 0.63% 43
2020
Q2 		$2.35M Buy
31,902
+24,152
+312% +$1.82M 0.72% 40
2020
Q1 		$569K Sell
7,750
-308
-4% -$24.2K 0.4% 66
2019
Q4 		$699K Sell
8,058
-8,114
-50% -$666K 0.4% 61
2019
Q3 		$1.3M Buy
16,172
+299
+2% +$24K 0.5% 52
2019
Q2 		$1.27M Buy
15,873
+543
+4% +$41.6K 0.51% 48
2019
Q1 		$1.22M Buy
15,330
+2,307
+18% +$173K 0.66% 37
2018
Q4 		$950K Buy
+13,023
New +$919K 0.63% 44

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

Stratos Wealth Advisors's MRK Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Merck (MRK) stake by 0.42% in Q1 2026, buying an estimated $11.9K and bringing the position to 24,374 shares worth $2.93M. The position accounts for 0.18% of the portfolio, ranked #119.

Stratos Wealth Advisors first reported a position in MRK in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.73M in Q4 2023. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Stratos Wealth Advisors held 24,374 shares of Merck worth $2.93M as of Q1 2026.
  • Stratos Wealth Advisors bought 103 Merck shares in Q1 2026, an estimated $11.9K.
  • Merck made up 0.18% of Stratos Wealth Advisors's portfolio in Q1 2026, its #119 holding.
  • Stratos Wealth Advisors first reported a position in Merck in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's Merck position peaked at $6.73M in Q4 2023.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.