AWA
MRK icon

AGH Wealth Advisors’s Merck MRK Stock Holding History

AGH Wealth 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 		$333K Buy
2,767
+355
+15% +$41K 0.25% 82
2025
Q4 		$254K Sell
2,412
-532
-18% -$49.9K 0.19% 95
2025
Q3 		$247K Buy
2,944
+1
+0% +$82 0.18% 102
2025
Q2 		$233K Buy
2,943
+16
+0.5% +$1.27K 0.19% 111
2025
Q1 		$263K Sell
2,927
-375
-11% -$35K 0.25% 92
2024
Q4 		$328K Buy
+3,302
New +$340K 0.3% 77

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

AGH Wealth Advisors's MRK Position: Q1 2026 in Review

AGH Wealth Advisors increased its Merck (MRK) stake by 15% in Q1 2026, buying an estimated $41K and bringing the position to 2,767 shares worth $333K. The position accounts for 0.25% of the portfolio, ranked #82.

AGH Wealth Advisors first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,776 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • AGH Wealth Advisors held 2,767 shares of Merck worth $333K as of Q1 2026.
  • AGH Wealth Advisors bought 355 Merck shares in Q1 2026, an estimated $41K.
  • Merck made up 0.25% of AGH Wealth Advisors's portfolio in Q1 2026, its #82 holding.
  • AGH Wealth Advisors first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 3,776 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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