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Trail Ridge Investment Advisors’s Merck MRK Stock Holding History

Trail Ridge 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 		$697K Sell
5,426
-67
-1% -$7.84K 0.29% 55
2026
Q1 		$661K Sell
5,493
-107
-2% -$12.4K 0.29% 59
2025
Q4 		$589K Sell
5,600
-8
-0.1% -$751 0.25% 66
2025
Q3 		$471K Buy
5,608
+10
+0.2% +$824 0.21% 75
2025
Q2 		$437K Sell
5,598
-143
-2% -$11.4K 0.21% 74
2025
Q1 		$515K Sell
5,741
-1,364
-19% -$127K 0.27% 65
2024
Q4 		$707K Sell
7,105
-118
-2% -$12.2K 0.34% 64
2024
Q3 		$768K Sell
7,223
-223
-3% -$26.5K 0.37% 56
2024
Q2 		$922K Buy
7,446
+252
+4% +$32.5K 0.48% 49
2024
Q1 		$949K Buy
7,194
+185
+3% +$22.8K 0.54% 48
2023
Q4 		$764K Sell
7,009
-333
-5% -$34.6K 0.47% 51
2023
Q3 		$756K Buy
7,342
+60
+0.8% +$6.47K 0.51% 51
2023
Q2 		$840K Sell
7,282
-143
-2% -$16.2K 0.52% 57
2023
Q1 		$790K Sell
7,425
-2,086
-22% -$225K 0.52% 57
2022
Q4 		$1.06M Buy
9,511
+565
+6% +$57.8K 0.73% 48
2022
Q3 		$876K Buy
8,946
+629
+8% +$56.2K 0.58% 52
2022
Q2 		$758K Buy
8,317
+223
+3% +$19.8K 0.51% 58
2022
Q1 		$664K Buy
8,094
+1,188
+17% +$93.7K 0.41% 69
2021
Q4 		$529K Buy
+6,906
New +$550K 0.32% 83

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

Trail Ridge Investment Advisors's MRK Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its Merck (MRK) stake by 1.2% in Q2 2026, selling an estimated $7.84K and leaving 5,426 shares worth $697K. The position accounts for 0.29% of the portfolio, ranked #55.

Trail Ridge Investment Advisors first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q4 2022. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Trail Ridge Investment Advisors held 5,426 shares of Merck worth $697K as of Q2 2026.
  • Trail Ridge Investment Advisors sold 67 Merck shares in Q2 2026, an estimated $7.84K.
  • Merck made up 0.29% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #55 holding.
  • Trail Ridge Investment Advisors first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Trail Ridge Investment Advisors's Merck position peaked at $1.06M in Q4 2022.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.