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Beta Wealth Group’s Merck MRK Stock Holding History

Beta Wealth Group’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 		$676K Buy
5,620
+401
+8% +$46.3K 0.28% 62
2025
Q4 		$549K Sell
5,219
-996
-16% -$93.5K 0.22% 74
2025
Q3 		$522K Sell
6,215
-107
-2% -$8.81K 0.21% 83
2025
Q2 		$500K Buy
6,322
+106
+2% +$8.43K 0.18% 72
2025
Q1 		$558K Buy
6,216
+104
+2% +$9.71K 0.2% 60
2024
Q4 		$608K Buy
6,112
+1
+0% +$103 0.27% 59
2024
Q3 		$694K Buy
6,111
+1,402
+30% +$167K 0.31% 53
2024
Q2 		$583K Buy
4,709
+103
+2% +$13.3K 0.28% 58
2024
Q1 		$608K Sell
4,606
-898
-16% -$111K 0.3% 52
2023
Q4 		$600K Sell
5,504
-97
-2% -$10.1K 0.31% 52
2023
Q3 		$577K Buy
5,601
+201
+4% +$21.7K 0.34% 54
2023
Q2 		$623K Buy
5,400
+800
+17% +$90.8K 0.36% 52
2023
Q1 		$489K Buy
4,600
+500
+12% +$54K 0.28% 55
2022
Q4 		$455K Sell
4,100
-300
-7% -$30.7K 0.31% 54
2022
Q3 		$379K Buy
4,400
+200
+5% +$17.9K 0.27% 53
2022
Q2 		$383K Buy
4,200
+200
+5% +$17.7K 0.26% 53
2022
Q1 		$328K Buy
+4,000
New +$315K 0.22% 64

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

Beta Wealth Group's MRK Position: Q1 2026 in Review

Beta Wealth Group increased its Merck (MRK) stake by 7.7% in Q1 2026, buying an estimated $46.3K and bringing the position to 5,620 shares worth $676K. The position accounts for 0.28% of the portfolio, ranked #62.

Beta Wealth Group first reported a position in MRK in Q1 2022 and has held it in 17 quarters since. The position peaked at $694K in Q3 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Beta Wealth Group held 5,620 shares of Merck worth $676K as of Q1 2026.
  • Beta Wealth Group bought 401 Merck shares in Q1 2026, an estimated $46.3K.
  • Merck made up 0.28% of Beta Wealth Group's portfolio in Q1 2026, its #62 holding.
  • Beta Wealth Group first reported a position in Merck in Q1 2022 and has held it in 17 quarters since.
  • Beta Wealth Group's Merck position peaked at $694K in Q3 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.