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Consilio Wealth Advisors’s Merck MRK Stock Holding History

Consilio Wealth Advisors’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 		$346K Buy
2,878
+81
+3% +$9.35K 0.1% 63
2025
Q4 		$294K Buy
2,797
+216
+8% +$20.3K 0.09% 72
2025
Q3 		$217K Buy
+2,581
New +$213K 0.07% 89
2025
Q1 		– Sell
-2,259
Closed -$225K – 78
2024
Q4 		$225K Sell
2,259
-201
-8% -$20.7K 0.09% 60
2024
Q3 		$279K Buy
2,460
+210
+9% +$24.9K 0.12% 54
2024
Q2 		$280K Buy
2,250
+105
+5% +$13.5K 0.13% 48
2024
Q1 		$283K Buy
+2,145
New +$264K 0.13% 50

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

Consilio Wealth Advisors's MRK Position: Q1 2026 in Review

Consilio Wealth Advisors increased its Merck (MRK) stake by 2.9% in Q1 2026, buying an estimated $9.35K and bringing the position to 2,878 shares worth $346K. The position accounts for 0.1% of the portfolio, ranked #63.

Consilio Wealth Advisors first reported a position in MRK in Q1 2024 and has held it in 7 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Consilio Wealth Advisors held 2,878 shares of Merck worth $346K as of Q1 2026.
  • Consilio Wealth Advisors bought 81 Merck shares in Q1 2026, an estimated $9.35K.
  • Merck made up 0.1% of Consilio Wealth Advisors's portfolio in Q1 2026, its #63 holding.
  • Consilio Wealth Advisors first reported a position in Merck in Q1 2024 and has held it in 7 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.