Brio Consultants’s Merck MRK Stock Holding History

Brio Consultants’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	$252K	Sell	2,226 -12	-0.5%	-$1.39K	0.03%	128
2025 Q4	$236K	Buy	+2,238	New	+$210K	0.03%	133

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brio Consultants's MRK Position: Q1 2026 in Review

Brio Consultants reduced its Merck (MRK) stake by 0.54% in Q1 2026, selling an estimated $1.39K and leaving 2,226 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #128.

Brio Consultants first reported a position in MRK in Q4 2025 and has held it in 2 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Brio Consultants held 2,226 shares of Merck worth $252K as of Q1 2026.
Brio Consultants sold 12 Merck shares in Q1 2026, an estimated $1.39K.
Merck made up 0.03% of Brio Consultants's portfolio in Q1 2026, its #128 holding.
Brio Consultants first reported a position in Merck in Q4 2025 and has held it in 2 quarters since.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.