1 North Wealth Services’s Merck MRK Stock Holding History

1 North Wealth Services’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	$192K	Sell	1,597 -27	-2%	-$3.12K	0.07%	58
2025 Q4	$171K	Hold	1,624	–	–	0.06%	61
2025 Q3	$136K	Hold	1,624	–	–	0.06%	62
2025 Q2	$129K	Hold	1,624	–	–	0.05%	66
2025 Q1	$146K	Sell	1,624 -500	-24%	-$46.7K	0.07%	58
2024 Q4	$211K	Buy	+2,124	New	+$219K	0.09%	57
2019 Q4	$100K	Buy	1,156 +429	+59%	+$35.2K	0.06%	74
2019 Q3	$58K	Buy	+727	New	+$58.3K	0.04%	72
2019 Q1	$19K	Sell	244 -34	-12%	-$2.54K	0.01%	110
2018 Q4	$20K	Buy	+278	New	+$19.6K	0.02%	108

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

1 North Wealth Services's MRK Position: Q1 2026 in Review

1 North Wealth Services reduced its Merck (MRK) stake by 1.7% in Q1 2026, selling an estimated $3.12K and leaving 1,597 shares worth $192K. The position accounts for 0.07% of the portfolio, ranked #58.

1 North Wealth Services first reported a position in MRK in Q4 2018 and has held it in 10 quarters since. The position peaked at $211K in Q4 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

1 North Wealth Services held 1,597 shares of Merck worth $192K as of Q1 2026.
1 North Wealth Services sold 27 Merck shares in Q1 2026, an estimated $3.12K.
Merck made up 0.07% of 1 North Wealth Services's portfolio in Q1 2026, its #58 holding.
1 North Wealth Services first reported a position in Merck in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's Merck position peaked at $211K in Q4 2024.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.