Consilium Wealth Advisory’s Merck MRK Stock Holding History

Consilium Wealth Advisory’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	$206K	Buy	+1,711	New	+$198K	0.07%	101

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

Consilium Wealth Advisory's MRK Position: Q1 2026 in Review

Consilium Wealth Advisory opened a new position in Merck (MRK) in Q1 2026: 1,711 shares worth $206K. The stake represents 0.07% of the portfolio and ranks #101 among its holdings.

3,781 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Consilium Wealth Advisory held 1,711 shares of Merck worth $206K as of Q1 2026.
Merck was a new Consilium Wealth Advisory position in Q1 2026.
Merck made up 0.07% of Consilium Wealth Advisory's portfolio in Q1 2026, its #101 holding.
3,781 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.