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CCG Wealth Management’s Merck MRK Stock Holding History

CCG Wealth Management’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 		$233K Buy
+1,924
New +$222K 0.06% 121
2023
Q1 		– Sell
-2,647
Closed -$294K – 90
2022
Q4 		$294K Buy
+2,647
New +$271K 0.16% 68
2022
Q3 		– Sell
-2,271
Closed -$207K – 108
2022
Q2 		$207K Buy
+2,271
New +$201K 0.12% 101

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

CCG Wealth Management's MRK Position: Q1 2026 in Review

CCG Wealth Management opened a new position in Merck (MRK) in Q1 2026: 1,924 shares worth $233K. The stake represents 0.06% of the portfolio and ranks #121 among its holdings. This is a return to the name: CCG Wealth Management previously reported a position in MRK as recently as Q4 2022.

CCG Wealth Management first reported a position in MRK in Q2 2022 and has held it in 3 quarters since. The position peaked at $294K in Q4 2022. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • CCG Wealth Management held 1,924 shares of Merck worth $233K as of Q1 2026.
  • Merck was a new CCG Wealth Management position in Q1 2026.
  • Merck made up 0.06% of CCG Wealth Management's portfolio in Q1 2026, its #121 holding.
  • CCG Wealth Management first reported a position in Merck in Q2 2022 and has held it in 3 quarters since.
  • CCG Wealth Management's Merck position peaked at $294K in Q4 2022.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.