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Accretive Wealth Partners’s Merck MRK Stock Holding History

Accretive Wealth Partners’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 		$596K Buy
4,952
+308
+7% +$35.6K 0.17% 111
2025
Q4 		$489K Sell
4,644
-545
-11% -$51.2K 0.15% 109
2025
Q3 		$436K Hold
5,189
– – 0.13% 113
2025
Q2 		$411K Sell
5,189
-100
-2% -$7.95K 0.13% 114
2025
Q1 		$418K Sell
5,289
-53
-1% -$4.95K 0.15% 112
2024
Q4 		$531K Buy
+5,342
New +$551K 0.23% 100

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Accretive Wealth Partners's MRK Position: Q1 2026 in Review

Accretive Wealth Partners increased its Merck (MRK) stake by 6.6% in Q1 2026, buying an estimated $35.6K and bringing the position to 4,952 shares worth $596K. The position accounts for 0.17% of the portfolio, ranked #111.

Accretive Wealth Partners first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Accretive Wealth Partners held 4,952 shares of Merck worth $596K as of Q1 2026.
  • Accretive Wealth Partners bought 308 Merck shares in Q1 2026, an estimated $35.6K.
  • Merck made up 0.17% of Accretive Wealth Partners's portfolio in Q1 2026, its #111 holding.
  • Accretive Wealth Partners first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.