AWM
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Aviso Wealth Management’s Merck MRK Stock Holding History

Aviso 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 		$1.24M Sell
10,297
-296
-3% -$34.2K 0.56% 40
2025
Q4 		$1.12M Sell
10,593
-2,310
-18% -$217K 0.47% 50
2025
Q3 		$1.08M Sell
12,903
-7,723
-37% -$636K 0.47% 54
2025
Q2 		$1.63M Buy
20,626
+1,032
+5% +$82K 0.76% 34
2025
Q1 		$1.76M Buy
19,594
+15,409
+368% +$1.44M 0.93% 25
2024
Q4 		$416K Buy
4,185
+82
+2% +$8.45K 0.21% 97
2024
Q3 		$466K Buy
4,103
+586
+17% +$69.6K 0.25% 91
2024
Q2 		$435K Buy
3,517
+79
+2% +$10.2K 0.26% 85
2024
Q1 		$454K Sell
3,438
-137
-4% -$16.9K 0.29% 85
2023
Q4 		$390K Buy
+3,575
New +$371K 0.28% 84

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

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

Aviso Wealth Management reduced its Merck (MRK) stake by 2.8% in Q1 2026, selling an estimated $34.2K and leaving 10,297 shares worth $1.24M. The position accounts for 0.56% of the portfolio, ranked #40.

Aviso Wealth Management first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.76M in Q1 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Aviso Wealth Management held 10,297 shares of Merck worth $1.24M as of Q1 2026.
  • Aviso Wealth Management sold 296 Merck shares in Q1 2026, an estimated $34.2K.
  • Merck made up 0.56% of Aviso Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Aviso Wealth Management first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • Aviso Wealth Management's Merck position peaked at $1.76M in Q1 2025.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.