AWM
MRK icon

Avaii Wealth Management’s Merck MRK Stock Holding History

Avaii Wealth 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 		$1.82M Sell
15,123
-157
-1% -$18.1K 0.63% 26
2025
Q4 		$1.61M Buy
15,280
+6,775
+80% +$636K 0.58% 25
2025
Q3 		$714K Buy
8,505
+3,859
+83% +$318K 0.27% 50
2025
Q2 		$368K Buy
+4,646
New +$369K 0.16% 79
2024
Q3 		– Sell
-2,529
Closed -$313K – 144
2024
Q2 		$313K Sell
2,529
-84
-3% -$10.8K 0.17% 107
2024
Q1 		$345K Sell
2,613
-294
-10% -$36.2K 0.2% 94
2023
Q4 		$317K Buy
2,907
+881
+43% +$91.4K 0.21% 102
2023
Q3 		$209K Sell
2,026
-254
-11% -$27.4K 0.16% 130
2023
Q2 		$263K Sell
2,280
-98
-4% -$11.1K 0.2% 108
2023
Q1 		$253K Sell
2,378
-7
-0.3% -$756 0.22% 109
2022
Q4 		$265K Buy
+2,385
New +$244K 0.24% 100

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

Avaii Wealth Management's MRK Position: Q1 2026 in Review

Avaii Wealth Management reduced its Merck (MRK) stake by 1% in Q1 2026, selling an estimated $18.1K and leaving 15,123 shares worth $1.82M. The position accounts for 0.63% of the portfolio, ranked #26.

Avaii Wealth Management first reported a position in MRK in Q4 2022 and has held it in 11 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Avaii Wealth Management held 15,123 shares of Merck worth $1.82M as of Q1 2026.
  • Avaii Wealth Management sold 157 Merck shares in Q1 2026, an estimated $18.1K.
  • Merck made up 0.63% of Avaii Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Avaii Wealth Management first reported a position in Merck in Q4 2022 and has held it in 11 quarters since.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.