AssuredPartners Investment Advisors’s Merck MRK Stock Holding History

AssuredPartners Investment 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	$1.05M	Sell	8,728 -3,604	-29%	-$416K	0.11%	186
2025 Q4	$1.3M	Buy	12,332 +7,701	+166%	+$723K	0.19%	121
2025 Q3	$389K	Sell	4,631 -170	-4%	-$14K	0.09%	173
2025 Q2	$380K	Sell	4,801 -2,620	-35%	-$208K	0.09%	162
2025 Q1	$666K	Sell	7,421 -471	-6%	-$44K	0.13%	168
2024 Q4	$785K	Buy	+7,892	New	+$814K	0.15%	143

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AssuredPartners Investment Advisors's MRK Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Merck (MRK) stake by 29% in Q1 2026, selling an estimated $416K and leaving 8,728 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #186.

AssuredPartners Investment Advisors first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.3M in Q4 2025. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

AssuredPartners Investment Advisors held 8,728 shares of Merck worth $1.05M as of Q1 2026.
AssuredPartners Investment Advisors sold 3,604 Merck shares in Q1 2026, an estimated $416K.
Merck made up 0.11% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #186 holding.
AssuredPartners Investment Advisors first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Merck position peaked at $1.3M in Q4 2025.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.