Cetera Trust Company’s Merck MRK Stock Holding History

Cetera Trust Company’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	$849K	Hold	7,054	–	–	0.48%	54
2025 Q4	$743K	Hold	7,054	–	–	0.4%	53
2025 Q3	$592K	Hold	7,054	–	–	0.33%	59
2025 Q2	$558K	Sell	7,054 -80	-1%	-$6.36K	0.33%	61
2025 Q1	$640K	Hold	7,134	–	–	0.41%	54
2024 Q4	$710K	Sell	7,134 -75	-1%	-$7.73K	0.46%	48
2024 Q3	$819K	Sell	7,209 -100	-1%	-$11.9K	0.5%	48
2024 Q2	$905K	Hold	7,309	–	–	0.57%	45
2024 Q1	$964K	Hold	7,309	–	–	0.58%	44
2023 Q4	$797K	Buy	+7,309	New	+$759K	0.5%	52

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

Cetera Trust Company's MRK Position: Q1 2026 in Review

Cetera Trust Company held its Merck (MRK) position steady in Q1 2026 at 7,054 shares worth $849K. The position accounts for 0.48% of the portfolio, ranked #54.

Cetera Trust Company first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $964K in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Cetera Trust Company held 7,054 shares of Merck worth $849K as of Q1 2026.
Cetera Trust Company left its Merck share count unchanged in Q1 2026.
Merck made up 0.48% of Cetera Trust Company's portfolio in Q1 2026, its #54 holding.
Cetera Trust Company first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
Cetera Trust Company's Merck position peaked at $964K in Q1 2024.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.