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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Trail Ridge Investment Advisors's MRK Position: Q1 2026 in Review

Trail Ridge Investment Advisors reduced its Merck (MRK) stake by 1.9% in Q1 2026, selling an estimated $12.4K and leaving 5,493 shares worth $661K. The position accounts for 0.29% of the portfolio, ranked #59.

Trail Ridge Investment Advisors first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.06M in Q4 2022. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Trail Ridge Investment Advisors held 5,493 shares of Merck worth $661K as of Q1 2026.
Trail Ridge Investment Advisors sold 107 Merck shares in Q1 2026, an estimated $12.4K.
Merck made up 0.29% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #59 holding.
Trail Ridge Investment Advisors first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
Trail Ridge Investment Advisors's Merck position peaked at $1.06M in Q4 2022.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.