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Aspetuck Financial Management’s Merck MRK Stock Holding History

Aspetuck Financial Management’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 		$1.3M Sell
10,800
-14
-0.1% -$1.62K 0.89% 31
2025
Q4 		$1.14M Buy
10,814
+65
+0.6% +$6.1K 0.76% 33
2025
Q3 		$902K Buy
10,749
+3,100
+41% +$255K 0.62% 33
2025
Q2 		$605K Sell
7,649
-37
-0.5% -$2.94K 0.46% 43
2025
Q1 		$690K Sell
7,686
-6,124
-44% -$572K 0.59% 34
2024
Q4 		$1.37M Buy
+13,810
New +$1.42M 1.07% 29

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

Aspetuck Financial Management's MRK Position: Q1 2026 in Review

Aspetuck Financial Management reduced its Merck (MRK) stake by 0.13% in Q1 2026, selling an estimated $1.62K and leaving 10,800 shares worth $1.3M. The position accounts for 0.89% of the portfolio, ranked #31.

Aspetuck Financial Management first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.37M in Q4 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Aspetuck Financial Management held 10,800 shares of Merck worth $1.3M as of Q1 2026.
  • Aspetuck Financial Management sold 14 Merck shares in Q1 2026, an estimated $1.62K.
  • Merck made up 0.89% of Aspetuck Financial Management's portfolio in Q1 2026, its #31 holding.
  • Aspetuck Financial Management first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • Aspetuck Financial Management's Merck position peaked at $1.37M in Q4 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Aspetuck Financial Management's 13F filing for Q1 2026, filed 6 May 2026.