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Convergence Financial’s Merck MRK Stock Holding History

Convergence Financial’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 		$2.69M Buy
22,340
+10,559
+90% +$1.22M 0.28% 58
2025
Q4 		$1.24M Sell
11,781
-6
-0.1% -$563 0.18% 71
2025
Q3 		$989K Buy
11,787
+851
+8% +$70.1K 0.15% 84
2025
Q2 		$866K Buy
10,936
+873
+9% +$69.4K 0.15% 83
2025
Q1 		$903K Buy
10,063
+503
+5% +$47K 0.18% 71
2024
Q4 		$951K Buy
9,560
+871
+10% +$89.8K 0.19% 61
2024
Q3 		$987K Sell
8,689
-673
-7% -$80K 0.21% 60
2024
Q2 		$1.16M Buy
+9,362
New +$1.21M 0.31% 42

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

Convergence Financial's MRK Position: Q1 2026 in Review

Convergence Financial increased its Merck (MRK) stake by 90% in Q1 2026, buying an estimated $1.22M and bringing the position to 22,340 shares worth $2.69M. The position accounts for 0.28% of the portfolio, ranked #58.

Convergence Financial first reported a position in MRK in Q2 2024 and has held it in 8 quarters since. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Convergence Financial held 22,340 shares of Merck worth $2.69M as of Q1 2026.
  • Convergence Financial bought 10,559 Merck shares in Q1 2026, an estimated $1.22M.
  • Merck made up 0.28% of Convergence Financial's portfolio in Q1 2026, its #58 holding.
  • Convergence Financial first reported a position in Merck in Q2 2024 and has held it in 8 quarters since.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.