Valeo Financial 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 | $6.95M | Buy |
54,116
+893
| +2% | +$105K | 0.15% | 71 |
|
|
2026
Q1 | $6.4M | Sell |
53,223
-14,173
| -21% | -$1.64M | 0.15% | 73 |
|
|
2025
Q4 | $7.09M | Sell |
67,396
-2,833
| -4% | -$266K | 0.16% | 72 |
|
|
2025
Q3 | $5.89M | Buy |
70,229
+3,466
| +5% | +$285K | 0.13% | 82 |
|
|
2025
Q2 | $5.28M | Sell |
66,763
-19,477
| -23% | -$1.55M | 0.13% | 86 |
|
|
2025
Q1 | $6.06M | Sell |
86,240
-2,483
| -3% | -$232K | 0.17% | 66 |
|
|
2024
Q4 | $6.96M | Sell |
88,723
-3,096
| -3% | -$319K | 0.19% | 57 |
|
|
2024
Q3 | $8.29M | Sell |
91,819
-4,076
| -4% | -$484K | 0.24% | 53 |
|
|
2024
Q2 | $9.55M | Buy |
95,895
+1,620
| +2% | +$209K | 0.3% | 42 |
|
|
2024
Q1 | $9.59M | Sell |
94,275
-785
| -0.8% | -$96.8K | 0.34% | 38 |
|
|
2023
Q4 | $8.32M | Sell |
95,060
-1,533
| -2% | -$159K | 0.34% | 38 |
|
|
2023
Q3 | $8.01M | Buy |
96,593
+1,191
| +1% | +$128K | 0.37% | 38 |
|
|
2023
Q2 | $8.84M | Buy |
95,402
+6,203
| +7% | +$704K | 0.4% | 32 |
|
|
2023
Q1 | $7.49M | Buy |
89,199
+4,550
| +5% | +$491K | 0.36% | 39 |
|
|
2022
Q4 | $7.31M | Sell |
84,649
-1,863
| -2% | -$190K | 0.4% | 35 |
|
|
2022
Q3 | $5.84M | Buy |
86,512
+5,756
| +7% | +$514K | 0.37% | 38 |
|
|
2022
Q2 | $5.65M | Sell |
80,756
-3,728
| -4% | -$330K | 0.35% | 44 |
|
|
2022
Q1 | $5.4M | Buy |
84,484
+7,986
| +10% | +$630K | 0.27% | 58 |
|
|
2021
Q4 | $4.43M | Sell |
76,498
-3,576
| -4% | -$285K | 0.24% | 63 |
|
|
2021
Q3 | $4.61M | Buy |
80,074
+10,734
| +15% | +$816K | 0.26% | 60 |
|
|
2021
Q2 | $3.94M | Buy |
69,340
+2,832
| +4% | +$211K | 0.24% | 65 |
|
|
2021
Q1 | $3.45M | Buy |
66,508
+6,504
| +11% | +$480K | 0.16% | 77 |
|
|
2020
Q4 | $3.15M | Buy |
60,004
+31,933
| +114% | +$2.44M | 0.16% | 73 |
|
|
2020
Q3 | $2.22M | Buy |
28,071
+5,891
| +27% | +$461K | 0.19% | 76 |
|
|
2020
Q2 | $1.64M | Buy |
22,180
+4,444
| +25% | +$335K | 0.15% | 92 |
|
|
2020
Q1 | $1.39M | Buy |
17,736
+3,208
| +22% | +$252K | 0.15% | 95 |
|
|
2019
Q4 | $1.26M | Buy |
14,528
+402
| +3% | +$33K | 0.12% | 114 |
|
|
2019
Q3 | $1.14M | Sell |
14,126
-405
| -3% | -$32.5K | 0.13% | 112 |
|
|
2019
Q2 | $1.16M | Buy |
14,531
+2,260
| +18% | +$173K | 0.13% | 116 |
|
|
2019
Q1 | $974K | Sell |
12,271
-3,538
| -22% | -$265K | 0.12% | 126 |
|
|
2018
Q4 | $1.15M | Sell |
15,809
-9,022
| -36% | -$637K | 0.16% | 101 |
|
|
2018
Q3 | $1.74M | Sell |
24,831
-686
| -3% | -$43.7K | 0.24% | 70 |
|
|
2018
Q2 | $1.62M | Buy |
25,517
+2,009
| +9% | +$113K | 0.23% | 76 |
|
|
2018
Q1 | $1.22M | Sell |
23,508
-14,342
| -38% | -$775K | 0.2% | 88 |
|
|
2017
Q4 | $2.03M | Buy |
37,850
+10,428
| +38% | +$578K | 0.33% | 62 |
|
|
2017
Q3 | $1.68M | Buy |
+27,422
| New | +$1.66M | 0.38% | 58 |
|
Other funds holding MRK
ECSS
ATO
Valeo Financial Advisors's MRK Position: Q2 2026 in Review
Valeo Financial Advisors increased its Merck (MRK) stake by 1.7% in Q2 2026, buying an estimated $105K and bringing the position to 54,116 shares worth $6.95M. The position accounts for 0.15% of the portfolio, ranked #71.
Valeo Financial Advisors first reported a position in MRK in Q3 2017 and has held it in 36 quarters since. The position peaked at $9.59M in Q1 2024. 1,657 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Valeo Financial Advisors held 54,116 shares of Merck worth $6.95M as of Q2 2026.
- Valeo Financial Advisors bought 893 Merck shares in Q2 2026, an estimated $105K.
- Merck made up 0.15% of Valeo Financial Advisors's portfolio in Q2 2026, its #71 holding.
- Valeo Financial Advisors first reported a position in Merck in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Merck position peaked at $9.59M in Q1 2024.
- 1,657 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.