Allworth Financial’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.6M | Buy |
262,901
+50,970
| +24% | +$5.88M | 0.13% | 103 |
|
|
2025
Q4 | $22.3M | Buy |
211,931
+88,256
| +71% | +$8.28M | 0.09% | 132 |
|
|
2025
Q3 | $10.4M | Buy |
123,675
+3,804
| +3% | +$313K | 0.05% | 205 |
|
|
2025
Q2 | $9.49M | Buy |
119,871
+15,679
| +15% | +$1.25M | 0.05% | 211 |
|
|
2025
Q1 | $8.32M | Buy |
104,192
+12,942
| +14% | +$1.21M | 0.05% | 199 |
|
|
2024
Q4 | $8.73M | Buy |
91,250
+22,006
| +32% | +$2.27M | 0.05% | 189 |
|
|
2024
Q3 | $7.86M | Buy |
69,244
+5,424
| +8% | +$644K | 0.05% | 165 |
|
|
2024
Q2 | $8.03M | Buy |
63,820
+13,232
| +26% | +$1.7M | 0.05% | 157 |
|
|
2024
Q1 | $6.68M | Buy |
50,588
+3,704
| +8% | +$457K | 0.05% | 157 |
|
|
2023
Q4 | $5.11M | Buy |
46,884
+3,173
| +7% | +$329K | 0.04% | 184 |
|
|
2023
Q3 | $4.5M | Buy |
43,711
+2,351
| +6% | +$253K | 0.04% | 177 |
|
|
2023
Q2 | $4.77M | Sell |
41,360
-55
| -0.1% | -$6.25K | 0.04% | 173 |
|
|
2023
Q1 | $4.41M | Buy |
41,415
+4,336
| +12% | +$468K | 0.04% | 169 |
|
|
2022
Q4 | $4.11M | Sell |
37,079
-1,172
| -3% | -$120K | 0.05% | 167 |
|
|
2022
Q3 | $3.29M | Buy |
38,251
+3,311
| +9% | +$296K | 0.04% | 177 |
|
|
2022
Q2 | $3.19M | Buy |
34,940
+4,433
| +15% | +$393K | 0.04% | 173 |
|
|
2022
Q1 | $2.5M | Buy |
30,507
+5,080
| +20% | +$401K | 0.03% | 196 |
|
|
2021
Q4 | $1.95M | Buy |
25,427
+185
| +0.7% | +$14.7K | 0.03% | 205 |
|
|
2021
Q3 | $1.9M | Buy |
25,242
+2,159
| +9% | +$164K | 0.03% | 173 |
|
|
2021
Q2 | $1.79M | Sell |
23,083
-42
| -0.2% | -$3.12K | 0.03% | 139 |
|
|
2021
Q1 | $1.7M | Buy |
23,125
+2,424
| +12% | +$179K | 0.03% | 125 |
|
|
2020
Q4 | $1.62M | Buy |
20,701
+1,367
| +7% | +$105K | 0.04% | 90 |
|
|
2020
Q3 | $1.53M | Sell |
19,334
-225
| -1% | -$17.6K | 0.05% | 74 |
|
|
2020
Q2 | $1.44M | Buy |
19,559
+2,274
| +13% | +$171K | 0.04% | 73 |
|
|
2020
Q1 | $1.27M | Buy |
17,285
+1,507
| +10% | +$118K | 0.04% | 93 |
|
|
2019
Q4 | $1.37M | Buy |
15,778
+9,199
| +140% | +$756K | 0.05% | 62 |
|
|
2019
Q3 | $528K | Buy |
6,579
+124
| +2% | +$9.94K | 0.02% | 90 |
|
|
2019
Q2 | $516K | Sell |
6,455
-2,734
| -30% | -$209K | 0.02% | 92 |
|
|
2019
Q1 | $729K | Sell |
9,189
-794
| -8% | -$59.4K | 0.03% | 76 |
|
|
2018
Q4 | $728K | Buy |
9,983
+2,409
| +32% | +$170K | 0.04% | 69 |
|
|
2018
Q3 | $513K | Sell |
7,574
-125
| -2% | -$7.96K | 0.02% | 91 |
|
|
2018
Q2 | $446K | Sell |
7,699
-137
| -2% | -$7.73K | 0.02% | 97 |
|
|
2018
Q1 | $407K | Sell |
7,836
-6
| -0.1% | -$324 | 0.03% | 77 |
|
|
2017
Q4 | $421K | Sell |
7,842
-57
| -0.7% | -$3.16K | 0.03% | 69 |
|
|
2017
Q3 | $483K | Sell |
7,899
-131
| -2% | -$7.94K | 0.04% | 64 |
|
|
2017
Q2 | $491K | Buy |
8,030
+3,164
| +65% | +$193K | 0.04% | 57 |
|
|
2017
Q1 | $295K | Buy |
4,866
+80
| +2% | +$4.85K | 0.03% | 78 |
|
|
2016
Q4 | $269K | Sell |
4,786
-45
| -0.9% | -$2.63K | 0.03% | 81 |
|
|
2016
Q3 | $288K | Buy |
4,831
+458
| +10% | +$26.8K | 0.03% | 82 |
|
|
2016
Q2 | $240K | Buy |
4,373
+645
| +17% | +$34.3K | 0.03% | 84 |
|
|
2016
Q1 | $188K | Buy |
3,728
+239
| +7% | +$11.7K | 0.02% | 103 |
|
|
2015
Q4 | $176K | Sell |
3,489
-313
| -8% | -$15.8K | 0.03% | 100 |
|
|
2015
Q3 | $179K | Buy |
3,802
+3
| +0.1% | +$159 | 0.06% | 91 |
|
|
2015
Q2 | $206K | Buy |
3,799
+965
| +34% | +$54.1K | 0.07% | 91 |
|
|
2015
Q1 | $155K | Buy |
+2,834
| New | +$160K | 0.06% | 105 |
|
|
2014
Q4 | – | Sell |
-12,386
| Closed | -$700K | – | 127 |
|
|
2014
Q3 | $700K | Buy |
+12,386
| New | +$696K | 0.27% | 30 |
|
Other funds holding MRK
VCM
VPM
Allworth Financial's MRK Position: Q1 2026 in Review
Allworth Financial increased its Merck (MRK) stake by 24% in Q1 2026, buying an estimated $5.88M and bringing the position to 262,901 shares worth $31.6M. The position accounts for 0.13% of the portfolio, ranked #103.
Allworth Financial first reported a position in MRK in Q3 2014 and has held it in 46 quarters since. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Allworth Financial held 262,901 shares of Merck worth $31.6M as of Q1 2026.
- Allworth Financial bought 50,970 Merck shares in Q1 2026, an estimated $5.88M.
- Merck made up 0.13% of Allworth Financial's portfolio in Q1 2026, its #103 holding.
- Allworth Financial first reported a position in Merck in Q3 2014 and has held it in 46 quarters since.
- 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.