CWM
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Collaborative Wealth Management’s Merck MRK Stock Holding History

Collaborative 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 		– Sell
-2,069
Closed -$218K – 209
2025
Q4 		$218K Buy
+2,069
New +$194K 0.08% 217
2024
Q4 		– Sell
-1,894
Closed -$215K – 183
2024
Q3 		$215K Buy
1,894
+17
+0.9% +$2.02K 0.1% 163
2024
Q2 		$232K Sell
1,877
-22
-1% -$2.83K 0.11% 146
2024
Q1 		$251K Hold
1,899
– – 0.13% 138
2023
Q4 		$207K Sell
1,899
-410
-18% -$42.6K 0.11% 154
2023
Q3 		$238K Buy
2,309
+534
+30% +$57.6K 0.14% 145
2023
Q2 		$205K Buy
+1,775
New +$202K 0.12% 157

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

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

Collaborative Wealth Management sold out of Merck (MRK) in Q1 2026, closing a stake of 2,069 shares — an estimated $218K sold.

Collaborative Wealth Management first reported a position in MRK in Q2 2023 and held it in 7 quarters. The position peaked at $251K in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 2,069 Merck shares in Q1 2026, an estimated $218K.
  • Collaborative Wealth Management first reported a position in Merck in Q2 2023 and held it in 7 quarters.
  • Collaborative Wealth Management's Merck position peaked at $251K in Q1 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.