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Breakthru Advisory Services’s Merck MRK Stock Holding History

Breakthru Advisory Services’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 		$206K Buy
+1,710
New +$197K 0.33% 56

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

Breakthru Advisory Services's MRK Position: Q1 2026 in Review

Breakthru Advisory Services opened a new position in Merck (MRK) in Q1 2026: 1,710 shares worth $206K. The stake represents 0.33% of the portfolio and ranks #56 among its holdings.

3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Breakthru Advisory Services held 1,710 shares of Merck worth $206K as of Q1 2026.
  • Merck was a new Breakthru Advisory Services position in Q1 2026.
  • Merck made up 0.33% of Breakthru Advisory Services's portfolio in Q1 2026, its #56 holding.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.