AWA
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Arete Wealth Advisors’s Merck MRK Stock Holding History

Arete 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 		$6.18M Buy
51,371
+12,096
+31% +$1.4M 0.46% 54
2025
Q4 		$4.13M Buy
39,275
+4,528
+13% +$425K 0.25% 86
2025
Q3 		$2.92M Buy
34,747
+1,347
+4% +$111K 0.18% 110
2025
Q2 		$2.64M Buy
33,400
+670
+2% +$53.3K 0.19% 111
2025
Q1 		$2.94M Sell
32,730
-1,655
-5% -$155K 0.22% 100
2024
Q4 		$3.41M Buy
34,385
+3,976
+13% +$410K 0.25% 86
2024
Q3 		$3.46M Sell
30,409
-3,466
-10% -$412K 0.3% 73
2024
Q2 		$4.28M Buy
33,875
+244
+0.7% +$31.4K 0.35% 60
2024
Q1 		$4.44M Sell
33,631
-9,888
-23% -$1.22M 0.41% 59
2023
Q4 		$4.74M Sell
43,519
-652
-1% -$67.7K 0.36% 61
2023
Q3 		$4.55M Buy
44,171
+5,114
+13% +$551K 0.79% 23
2023
Q2 		$4.51M Sell
39,057
-4,206
-10% -$478K 0.4% 55
2023
Q1 		$4.6M Sell
43,263
-677
-2% -$73.1K 0.37% 58
2022
Q4 		$4.88B Buy
43,940
+1,724
+4% +$176K 0.43% 48
2022
Q3 		$3.64M Sell
42,216
-21,492
-34% -$1.92M 0.36% 58
2022
Q2 		$5.85M Buy
63,708
+28,876
+83% +$2.56M 0.59% 46
2022
Q1 		$2.86M Buy
34,832
+828
+2% +$65.3K 0.24% 88
2021
Q4 		$2.61M Buy
34,004
+1,274
+4% +$101K 0.22% 87
2021
Q3 		$2.56M Buy
32,730
+442
+1% +$33.6K 0.28% 77
2021
Q2 		$2.35M Sell
32,288
-1,818
-5% -$135K 0.33% 66
2021
Q1 		$2.51M Sell
34,106
-407
-1% -$30K 0.32% 69
2020
Q4 		$2.67M Sell
34,513
-3,530
-9% -$270K 0.38% 62
2020
Q3 		$2.94M Buy
38,043
+196
+0.5% +$15.4K 0.44% 52
2020
Q2 		$2.79M Buy
37,847
+875
+2% +$65.9K 0.48% 46
2020
Q1 		$2.66M Buy
36,972
+93
+0.3% +$7.31K 0.52% 42
2019
Q4 		$3.21M Sell
36,879
-601
-2% -$49.4K 0.56% 41
2019
Q3 		$3.01M Sell
37,480
-8,183
-18% -$656K 0.58% 37
2019
Q2 		$3.65M Buy
45,663
+2,979
+7% +$228K 0.71% 25
2019
Q1 		$3.39M Buy
42,684
+2,306
+6% +$172K 0.71% 28
2018
Q4 		$2.94M Buy
40,378
+3,618
+10% +$255K 0.72% 31
2018
Q3 		$2.49M Buy
36,760
+344
+0.9% +$21.9K 0.55% 50
2018
Q2 		$2.11M Buy
36,416
+10,763
+42% +$607K 0.5% 49
2018
Q1 		$1.33M Buy
25,653
+116
+0.5% +$6.26K 0.44% 44
2017
Q4 		$1.37M Buy
25,537
+9,418
+58% +$522K 0.45% 48
2017
Q3 		$985K Buy
16,119
+364
+2% +$22.1K 0.39% 75
2017
Q2 		$963K Buy
15,755
+1,416
+10% +$86.2K 0.44% 67
2017
Q1 		$869K Buy
14,339
+383
+3% +$23.2K 0.38% 63
2016
Q4 		$784K Buy
13,956
+84
+0.6% +$4.92K 0.36% 65
2016
Q3 		$826K Buy
+13,872
New +$811K 0.47% 52

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

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

Arete Wealth Advisors increased its Merck (MRK) stake by 31% in Q1 2026, buying an estimated $1.4M and bringing the position to 51,371 shares worth $6.18M. The position accounts for 0.46% of the portfolio, ranked #54.

Arete Wealth Advisors first reported a position in MRK in Q3 2016 and has held it in 39 quarters since. The position peaked at $4.88B in Q4 2022. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Arete Wealth Advisors held 51,371 shares of Merck worth $6.18M as of Q1 2026.
  • Arete Wealth Advisors bought 12,096 Merck shares in Q1 2026, an estimated $1.4M.
  • Merck made up 0.46% of Arete Wealth Advisors's portfolio in Q1 2026, its #54 holding.
  • Arete Wealth Advisors first reported a position in Merck in Q3 2016 and has held it in 39 quarters since.
  • Arete Wealth Advisors's Merck position peaked at $4.88B in Q4 2022.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.