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Ascent Wealth Partners’s Merck MRK Stock Holding History

Ascent 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 		$2.02M Buy
16,833
+394
+2% +$45.5K 0.24% 89
2025
Q4 		$1.73M Sell
16,439
-280
-2% -$26.3K 0.2% 97
2025
Q3 		$1.4M Sell
16,719
-155
-0.9% -$12.8K 0.16% 108
2025
Q2 		$1.34M Sell
16,874
-1,120
-6% -$89K 0.16% 109
2025
Q1 		$1.62M Buy
17,994
+89
+0.5% +$8.31K 0.22% 96
2024
Q4 		$1.78M Buy
17,905
+1,388
+8% +$143K 0.24% 78
2024
Q3 		$1.88M Sell
16,517
-99
-0.6% -$11.8K 0.26% 80
2024
Q2 		$2.06M Sell
16,616
-205
-1% -$26.4K 0.3% 67
2024
Q1 		$2.22M Buy
16,821
+242
+1% +$29.8K 0.33% 64
2023
Q4 		$1.81M Buy
16,579
+89
+0.5% +$9.24K 0.3% 67
2023
Q3 		$1.7M Buy
16,490
+1,344
+9% +$145K 0.31% 66
2023
Q2 		$1.75M Buy
15,146
+748
+5% +$84.9K 0.31% 69
2023
Q1 		$1.53M Sell
14,398
-3,122
-18% -$337K 0.31% 73
2022
Q4 		$1.94M Buy
17,520
+533
+3% +$54.5K 0.42% 59
2022
Q3 		$1.46M Buy
16,987
+382
+2% +$34.1K 0.35% 64
2022
Q2 		$1.52M Buy
16,605
+2,921
+21% +$259K 0.34% 69
2022
Q1 		$1.12M Buy
13,684
+1,016
+8% +$80.1K 0.21% 77
2021
Q4 		$971K Buy
12,668
+1,377
+12% +$110K 0.17% 79
2021
Q3 		$848K Buy
11,291
+2,431
+27% +$185K 0.16% 87
2021
Q2 		$689K Buy
+8,860
New +$659K 0.13% 91

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

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

Ascent Wealth Partners increased its Merck (MRK) stake by 2.4% in Q1 2026, buying an estimated $45.5K and bringing the position to 16,833 shares worth $2.02M. The position accounts for 0.24% of the portfolio, ranked #89.

Ascent Wealth Partners first reported a position in MRK in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.22M in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Ascent Wealth Partners held 16,833 shares of Merck worth $2.02M as of Q1 2026.
  • Ascent Wealth Partners bought 394 Merck shares in Q1 2026, an estimated $45.5K.
  • Merck made up 0.24% of Ascent Wealth Partners's portfolio in Q1 2026, its #89 holding.
  • Ascent Wealth Partners first reported a position in Merck in Q2 2021 and has held it in 20 quarters since.
  • Ascent Wealth Partners's Merck position peaked at $2.22M in Q1 2024.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.