TCI Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.19M | Buy |
9,242
+622
| +7% | +$72.8K | 0.05% | 99 |
|
|
2026
Q1 | $1.04M | Sell |
8,620
-125
| -1% | -$14.4K | 0.06% | 98 |
|
|
2025
Q4 | $920K | Sell |
8,745
-745
| -8% | -$69.9K | 0.05% | 101 |
|
|
2025
Q3 | $796K | Sell |
9,490
-87
| -0.9% | -$7.17K | 0.05% | 114 |
|
|
2025
Q2 | $758K | Sell |
9,577
-143
| -1% | -$11.4K | 0.05% | 114 |
|
|
2025
Q1 | $872K | Sell |
9,720
-501
| -5% | -$46.8K | 0.07% | 93 |
|
|
2024
Q4 | $1.02M | Buy |
10,221
+448
| +5% | +$46.2K | 0.08% | 81 |
|
|
2024
Q3 | $1.11M | Sell |
9,773
-32
| -0.3% | -$3.8K | 0.09% | 78 |
|
|
2024
Q2 | $1.21M | Buy |
9,805
+461
| +5% | +$59.4K | 0.11% | 70 |
|
|
2024
Q1 | $1.23M | Buy |
9,344
+36
| +0.4% | +$4.44K | 0.12% | 70 |
|
|
2023
Q4 | $1.01M | Buy |
9,308
+788
| +9% | +$81.8K | 0.11% | 77 |
|
|
2023
Q3 | $877K | Buy |
8,520
+164
| +2% | +$17.7K | 0.11% | 77 |
|
|
2023
Q2 | $964K | Sell |
8,356
-8
| -0.1% | -$908 | 0.12% | 72 |
|
|
2023
Q1 | $890K | Sell |
8,364
-831
| -9% | -$89.7K | 0.12% | 75 |
|
|
2022
Q4 | $1.02M | Buy |
9,195
+74
| +0.8% | +$7.56K | 0.14% | 62 |
|
|
2022
Q3 | $785K | Buy |
9,121
+132
| +1% | +$11.8K | 0.13% | 68 |
|
|
2022
Q2 | $819K | Buy |
8,989
+922
| +11% | +$81.7K | 0.13% | 71 |
|
|
2022
Q1 | $662K | Buy |
8,067
+401
| +5% | +$31.6K | 0.1% | 86 |
|
|
2021
Q4 | $587K | Sell |
7,666
-741
| -9% | -$59K | 0.09% | 89 |
|
|
2021
Q3 | $631K | Buy |
8,407
+741
| +10% | +$56.4K | 0.1% | 95 |
|
|
2021
Q2 | $596K | Sell |
7,666
-217
| -3% | -$16.1K | 0.1% | 102 |
|
|
2021
Q1 | $580K | Buy |
7,883
+238
| +3% | +$17.6K | 0.25% | 87 |
|
|
2020
Q4 | $597K | Sell |
7,645
-5,386
| -41% | -$412K | 0.27% | 81 |
|
|
2020
Q3 | $1.03M | Sell |
13,031
-491
| -4% | -$38.5K | 0.41% | 55 |
|
|
2020
Q2 | $998K | Buy |
13,522
+417
| +3% | +$31.4K | 0.43% | 53 |
|
|
2020
Q1 | $962K | Sell |
13,105
-2,256
| -15% | -$177K | 0.47% | 47 |
|
|
2019
Q4 | $1.33M | Buy |
15,361
+780
| +5% | +$64.1K | 0.52% | 46 |
|
|
2019
Q3 | $1.17M | Sell |
14,581
-2,742
| -16% | -$220K | 0.52% | 47 |
|
|
2019
Q2 | $1.39M | Buy |
17,323
+452
| +3% | +$34.6K | 0.62% | 40 |
|
|
2019
Q1 | $1.34M | Sell |
16,871
-1,011
| -6% | -$75.6K | 0.59% | 44 |
|
|
2018
Q4 | $1.3M | Buy |
17,882
+82
| +0.5% | +$5.79K | 0.63% | 45 |
|
|
2018
Q3 | $1.21M | Sell |
17,800
-443
| -2% | -$28.2K | 0.5% | 50 |
|
|
2018
Q2 | $1.06M | Sell |
18,243
-597
| -3% | -$33.7K | 0.47% | 52 |
|
|
2018
Q1 | $979K | Sell |
18,840
-1,436
| -7% | -$77.6K | 0.45% | 54 |
|
|
2017
Q4 | $1.09M | Buy |
20,276
+947
| +5% | +$52.5K | 0.48% | 51 |
|
|
2017
Q3 | $1.18M | Sell |
19,329
-488
| -2% | -$29.6K | 0.58% | 42 |
|
|
2017
Q2 | $1.21M | Sell |
19,817
-178
| -0.9% | -$10.8K | 0.62% | 41 |
|
|
2017
Q1 | $1.21M | Buy |
19,995
+286
| +1% | +$17.4K | 0.63% | 40 |
|
|
2016
Q4 | $1.11M | Buy |
19,709
+286
| +1% | +$16.7K | 0.58% | 42 |
|
|
2016
Q3 | $1.16M | Buy |
19,423
+91
| +0.5% | +$5.32K | 0.63% | 42 |
|
|
2016
Q2 | $1.06M | Sell |
19,332
-127
| -0.7% | -$6.76K | 0.59% | 44 |
|
|
2016
Q1 | $982K | Sell |
19,459
-2,299
| -11% | -$113K | 0.54% | 49 |
|
|
2015
Q4 | $1.1M | Sell |
21,758
-851
| -4% | -$42.9K | 0.61% | 40 |
|
|
2015
Q3 | $1.06M | Buy |
22,609
+1,308
| +6% | +$69.5K | 0.64% | 41 |
|
|
2015
Q2 | $1.16M | Buy |
21,301
+173
| +0.8% | +$9.7K | 0.66% | 38 |
|
|
2015
Q1 | $1.16M | Buy |
21,128
+1,349
| +7% | +$76.4K | 0.73% | 35 |
|
|
2014
Q4 | $1.07M | Sell |
19,779
-161
| -0.8% | -$8.97K | 0.66% | 38 |
|
|
2014
Q3 | $1.13M | Buy |
19,940
+201
| +1% | +$11.3K | 0.71% | 36 |
|
|
2014
Q2 | $1.09M | Buy |
19,739
+29
| +0.1% | +$1.58K | 0.66% | 38 |
|
|
2014
Q1 | $1.07M | Buy |
+19,710
| New | +$1.02M | 0.7% | 35 |
|
Other funds holding MRK
ECSS
TCI Wealth Advisors's MRK Position: Q2 2026 in Review
TCI Wealth Advisors increased its Merck (MRK) stake by 7.2% in Q2 2026, buying an estimated $72.8K and bringing the position to 9,242 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #99.
TCI Wealth Advisors first reported a position in MRK in Q1 2014 and has held it in 50 quarters since. The position peaked at $1.39M in Q2 2019. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- TCI Wealth Advisors held 9,242 shares of Merck worth $1.19M as of Q2 2026.
- TCI Wealth Advisors bought 622 Merck shares in Q2 2026, an estimated $72.8K.
- Merck made up 0.05% of TCI Wealth Advisors's portfolio in Q2 2026, its #99 holding.
- TCI Wealth Advisors first reported a position in Merck in Q1 2014 and has held it in 50 quarters since.
- TCI Wealth Advisors's Merck position peaked at $1.39M in Q2 2019.
- 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.