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Balboa Wealth Partners’s Merck MRK Stock Holding History

Balboa 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 		$836K Buy
6,947
+383
+6% +$44.2K 0.14% 123
2025
Q4 		$691K Buy
6,564
+2,119
+48% +$199K 0.11% 143
2025
Q3 		$373K Sell
4,445
-328
-7% -$27K 0.06% 225
2025
Q2 		$378K Buy
4,773
+378
+9% +$30K 0.08% 202
2025
Q1 		$395K Sell
4,395
-785
-15% -$73.3K 0.1% 154
2024
Q4 		$515K Buy
5,180
+265
+5% +$27.3K 0.12% 142
2024
Q3 		$558K Sell
4,915
-717
-13% -$85.2K 0.14% 127
2024
Q2 		$697K Buy
5,632
+1,212
+27% +$156K 0.18% 101
2024
Q1 		$583K Buy
4,420
+636
+17% +$78.4K 0.17% 110
2023
Q4 		$412K Sell
3,784
-23
-0.6% -$2.39K 0.14% 127
2023
Q3 		$392K Sell
3,807
-495
-12% -$53.4K 0.15% 120
2023
Q2 		$496K Sell
4,302
-616
-13% -$69.9K 0.17% 113
2023
Q1 		$523K Sell
4,918
-476
-9% -$51.4K 0.2% 108
2022
Q4 		$599K Buy
5,394
+1,583
+42% +$162K 0.27% 92
2022
Q3 		$328K Buy
+3,811
New +$340K 0.14% 127

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

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

Balboa Wealth Partners increased its Merck (MRK) stake by 5.8% in Q1 2026, buying an estimated $44.2K and bringing the position to 6,947 shares worth $836K. The position accounts for 0.14% of the portfolio, ranked #123.

Balboa Wealth Partners first reported a position in MRK in Q3 2022 and has held it in 15 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Balboa Wealth Partners held 6,947 shares of Merck worth $836K as of Q1 2026.
  • Balboa Wealth Partners bought 383 Merck shares in Q1 2026, an estimated $44.2K.
  • Merck made up 0.14% of Balboa Wealth Partners's portfolio in Q1 2026, its #123 holding.
  • Balboa Wealth Partners first reported a position in Merck in Q3 2022 and has held it in 15 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.