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Bluesphere Advisors’s Merck MRK Stock Holding History

Bluesphere 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 		$239K Buy
1,987
+3
+0.2% +$346 0.09% 106
2025
Q4 		$209K Buy
+1,984
New +$186K 0.09% 94
2025
Q1 		– Sell
-4,170
Closed -$415K – 103
2024
Q4 		$415K Sell
4,170
-12
-0.3% -$1.24K 0.2% 62
2024
Q3 		$475K Sell
4,182
-534
-11% -$63.4K 0.23% 56
2024
Q2 		$584K Buy
4,716
+1,079
+30% +$139K 0.3% 42
2024
Q1 		$480K Buy
3,637
+2
+0.1% +$247 0.27% 54
2023
Q4 		$396K Buy
3,635
+2
+0.1% +$208 0.25% 58
2023
Q3 		$374K Buy
3,633
+2
+0.1% +$216 0.27% 48
2023
Q2 		$419K Buy
3,631
+2
+0.1% +$227 0.29% 49
2023
Q1 		$386K Buy
3,629
+1
+0% +$108 0.32% 54
2022
Q4 		$402K Buy
3,628
+2
+0.1% +$204 0.36% 48
2022
Q3 		$312K Buy
3,626
+142
+4% +$12.7K 0.31% 51
2022
Q2 		$318K Buy
3,484
+80
+2% +$7.09K 0.31% 55
2022
Q1 		$279K Hold
3,404
– – 0.24% 74
2021
Q4 		$261K Hold
3,404
– – 0.22% 79
2021
Q3 		$256K Buy
3,404
+371
+12% +$28.2K 0.25% 70
2021
Q2 		$236K Sell
3,033
-243
-7% -$18.1K 0.21% 79
2021
Q1 		$241K Buy
+3,276
New +$242K 0.22% 82

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

Bluesphere Advisors's MRK Position: Q1 2026 in Review

Bluesphere Advisors increased its Merck (MRK) stake by 0.15% in Q1 2026, buying an estimated $346 and bringing the position to 1,987 shares worth $239K. The position accounts for 0.09% of the portfolio, ranked #106.

Bluesphere Advisors first reported a position in MRK in Q1 2021 and has held it in 18 quarters since. The position peaked at $584K in Q2 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Bluesphere Advisors held 1,987 shares of Merck worth $239K as of Q1 2026.
  • Bluesphere Advisors bought 3 Merck shares in Q1 2026, an estimated $346.
  • Merck made up 0.09% of Bluesphere Advisors's portfolio in Q1 2026, its #106 holding.
  • Bluesphere Advisors first reported a position in Merck in Q1 2021 and has held it in 18 quarters since.
  • Bluesphere Advisors's Merck position peaked at $584K in Q2 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.